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
626
$4K ﹤0.01%
35
627
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85
+38
628
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31
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629
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61
630
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+122
631
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200
633
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70
+25
634
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22
635
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21
-6
636
$4K ﹤0.01%
73
637
$4K ﹤0.01%
400
638
$4K ﹤0.01%
288
639
$4K ﹤0.01%
54
640
$4K ﹤0.01%
+260
641
$4K ﹤0.01%
42
642
$4K ﹤0.01%
61
643
$4K ﹤0.01%
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644
$4K ﹤0.01%
198
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645
$4K ﹤0.01%
11
+4
646
$4K ﹤0.01%
300
647
$4K ﹤0.01%
68
+14
648
$4K ﹤0.01%
506
649
$4K ﹤0.01%
200
650
$4K ﹤0.01%
400
24 25
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