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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K ﹤0.01%
146
-22
577
$5K ﹤0.01%
69
-313
578
$5K ﹤0.01%
58
-61
579
$5K ﹤0.01%
83
580
$5K ﹤0.01%
79
-56
581
$5K ﹤0.01%
+159
582
$5K ﹤0.01%
26
583
$5K ﹤0.01%
72
-28
584
$5K ﹤0.01%
317
585
$5K ﹤0.01%
111
586
$5K ﹤0.01%
28
587
$5K ﹤0.01%
85
588
$5K ﹤0.01%
42
589
$5K ﹤0.01%
590
590
$5K ﹤0.01%
95
591
$5K ﹤0.01%
77
592
$5K ﹤0.01%
35
-9
593
$5K ﹤0.01%
34
+11
594
$5K ﹤0.01%
181
595
$5K ﹤0.01%
36
596
$5K ﹤0.01%
19
597
$5K ﹤0.01%
100
598
$5K ﹤0.01%
12
599
$5K ﹤0.01%
+39
600
$5K ﹤0.01%
116
-4,130
22 23
24
25 26