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
601
$5K ﹤0.01%
20
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+250
603
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200
604
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605
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16
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50
607
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60
608
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42
609
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173
+131
610
$5K ﹤0.01%
317
611
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150
+126
612
$5K ﹤0.01%
+100
613
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48
614
$5K ﹤0.01%
20
615
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85
616
$5K ﹤0.01%
108
+16
617
$5K ﹤0.01%
1
618
$5K ﹤0.01%
1,659
+1,498
619
$5K ﹤0.01%
181
620
$5K ﹤0.01%
158
+129
621
$5K ﹤0.01%
+45
622
$5K ﹤0.01%
113
623
$5K ﹤0.01%
37
-33
624
$4K ﹤0.01%
44
625
$4K ﹤0.01%
20
+10
23 24
25
26 27