FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

Sector Composition

1 Technology 2.52%
2 Financials 2.29%
3 Energy 1.35%
4 Healthcare 1.12%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10K ﹤0.01%
666
527
$10K ﹤0.01%
67
-10
528
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375
529
$10K ﹤0.01%
355
530
$10K ﹤0.01%
839
531
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66
-22
532
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150
533
$9K ﹤0.01%
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534
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$9K ﹤0.01%
134
+47
536
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61
537
$9K ﹤0.01%
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538
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53
+7
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$9K ﹤0.01%
128
-108
540
$9K ﹤0.01%
356
541
$9K ﹤0.01%
7
542
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$9K ﹤0.01%
48
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544
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+30
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$9K ﹤0.01%
16
546
$9K ﹤0.01%
100
547
$9K ﹤0.01%
47
-53
548
$9K ﹤0.01%
263
-134
549
$9K ﹤0.01%
62
+2
550
$9K ﹤0.01%
29
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