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
601
$5K ﹤0.01%
66
602
$4K ﹤0.01%
76
+7
603
$4K ﹤0.01%
54
-182
604
$4K ﹤0.01%
112
-32
605
$4K ﹤0.01%
+218
606
$4K ﹤0.01%
76
607
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17
608
$4K ﹤0.01%
26
-210
609
$4K ﹤0.01%
89
+5
610
$4K ﹤0.01%
50
+30
611
$4K ﹤0.01%
88
612
$4K ﹤0.01%
47
+14
613
$4K ﹤0.01%
72
-79
614
$4K ﹤0.01%
60
+2
615
$4K ﹤0.01%
113
-27
616
$4K ﹤0.01%
38
617
$4K ﹤0.01%
54
-317
618
$4K ﹤0.01%
57
619
$4K ﹤0.01%
85
620
$4K ﹤0.01%
9
621
$4K ﹤0.01%
506
622
$4K ﹤0.01%
10
623
$4K ﹤0.01%
42
-13
624
$4K ﹤0.01%
154
625
$4K ﹤0.01%
130
+50
23 24
25
26 27