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
551
$9K ﹤0.01%
100
552
$9K ﹤0.01%
47
-53
553
$9K ﹤0.01%
263
-134
554
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62
+2
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$9K ﹤0.01%
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100
557
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-12
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$8K ﹤0.01%
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236
+8
560
$8K ﹤0.01%
82
561
$8K ﹤0.01%
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562
$8K ﹤0.01%
82
+28
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$8K ﹤0.01%
56
564
$8K ﹤0.01%
283
+48
565
$8K ﹤0.01%
128
+20
566
$8K ﹤0.01%
1
567
$8K ﹤0.01%
400
568
$8K ﹤0.01%
+840
569
$8K ﹤0.01%
98
-111
570
$8K ﹤0.01%
425
571
$7K ﹤0.01%
20
572
$7K ﹤0.01%
83
573
$7K ﹤0.01%
128
574
$7K ﹤0.01%
203
+84
575
$7K ﹤0.01%
700
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