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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
168
+23
577
$6K ﹤0.01%
33
-8
578
$6K ﹤0.01%
113
+2
579
$6K ﹤0.01%
39
580
$6K ﹤0.01%
62
581
$6K ﹤0.01%
1,295
-1,848
582
$6K ﹤0.01%
42
583
$6K ﹤0.01%
197
584
$6K ﹤0.01%
69
585
$6K ﹤0.01%
20
+9
586
$6K ﹤0.01%
399
+101
587
$6K ﹤0.01%
9
+2
588
$6K ﹤0.01%
1,749
+1,501
589
$6K ﹤0.01%
154
590
$6K ﹤0.01%
33
+6
591
$6K ﹤0.01%
126
592
$6K ﹤0.01%
12
593
$6K ﹤0.01%
+374
594
$6K ﹤0.01%
235
595
$6K ﹤0.01%
63
596
$6K ﹤0.01%
132
+2
597
$6K ﹤0.01%
300
598
$5K ﹤0.01%
25
599
$5K ﹤0.01%
138
-200
600
$5K ﹤0.01%
57
+35
22 23
24
25 26