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
576
$7K ﹤0.01%
34
-14
577
$7K ﹤0.01%
30
-50
578
$7K ﹤0.01%
+112
579
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96
+42
580
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317
581
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85
582
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52
+44
583
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100
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584
$7K ﹤0.01%
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585
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69
586
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76
-123
587
$7K ﹤0.01%
37
+5
588
$7K ﹤0.01%
33
589
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169
+51
590
$7K ﹤0.01%
154
591
$7K ﹤0.01%
49
592
$7K ﹤0.01%
235
593
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52
-9
594
$6K ﹤0.01%
97
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595
$6K ﹤0.01%
48
-32
596
$6K ﹤0.01%
33
-22
597
$6K ﹤0.01%
67
-24
598
$6K ﹤0.01%
80
+3
599
$6K ﹤0.01%
205
600
$6K ﹤0.01%
164
-66
22 23
24
25 26