FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.81M
3
+$3.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.29M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.81M

Top Sells

1
+$7.27M
2
+$3.88M
3
+$2.14M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.02M
5
LLY icon
Eli Lilly
LLY
+$1.2M

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%
504
+5
527
$10K ﹤0.01%
666
528
$10K ﹤0.01%
67
-10
529
$10K ﹤0.01%
375
530
$10K ﹤0.01%
355
531
$10K ﹤0.01%
839
532
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66
-22
533
$9K ﹤0.01%
150
534
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214
+11
535
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193
-1
536
$9K ﹤0.01%
109
+30
537
$9K ﹤0.01%
200
538
$9K ﹤0.01%
70
539
$9K ﹤0.01%
150
-100
540
$9K ﹤0.01%
134
+47
541
$9K ﹤0.01%
61
542
$9K ﹤0.01%
185
543
$9K ﹤0.01%
53
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544
$9K ﹤0.01%
128
-108
545
$9K ﹤0.01%
356
546
$9K ﹤0.01%
7
547
$9K ﹤0.01%
119
-61
548
$9K ﹤0.01%
48
-20
549
$9K ﹤0.01%
110
+30
550
$9K ﹤0.01%
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