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
626
$4K ﹤0.01%
108
627
$4K ﹤0.01%
16
628
$4K ﹤0.01%
+188
629
$4K ﹤0.01%
25
630
$3K ﹤0.01%
52
-9
631
$3K ﹤0.01%
30
632
$3K ﹤0.01%
29
633
$3K ﹤0.01%
31
-12
634
$3K ﹤0.01%
85
+44
635
$3K ﹤0.01%
100
636
$3K ﹤0.01%
+23
637
$3K ﹤0.01%
300
638
$3K ﹤0.01%
42
639
$3K ﹤0.01%
15
+6
640
$3K ﹤0.01%
5
641
$3K ﹤0.01%
68
642
$3K ﹤0.01%
112
643
$3K ﹤0.01%
27
-38
644
$3K ﹤0.01%
20
-222
645
$3K ﹤0.01%
11
-4
646
$3K ﹤0.01%
44
-17
647
$3K ﹤0.01%
54
648
$3K ﹤0.01%
62
-62
649
$3K ﹤0.01%
75
-210
650
$3K ﹤0.01%
35
24 25
26
27 28