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
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

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%
52
+44
577
$7K ﹤0.01%
100
-501
578
$7K ﹤0.01%
77
579
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69
580
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-123
581
$7K ﹤0.01%
37
+5
582
$7K ﹤0.01%
33
583
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169
+51
584
$7K ﹤0.01%
154
585
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49
586
$7K ﹤0.01%
235
587
$7K ﹤0.01%
52
-9
588
$7K ﹤0.01%
34
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589
$7K ﹤0.01%
30
-50
590
$7K ﹤0.01%
+112
591
$7K ﹤0.01%
96
+42
592
$7K ﹤0.01%
317
593
$6K ﹤0.01%
97
+72
594
$6K ﹤0.01%
48
-32
595
$6K ﹤0.01%
33
-22
596
$6K ﹤0.01%
67
-24
597
$6K ﹤0.01%
164
-66
598
$6K ﹤0.01%
52
-12
599
$6K ﹤0.01%
442
-1
600
$6K ﹤0.01%
+134
22 23
24
25 26