FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.81M
3
+$3.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.29M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.81M

Top Sells

1
+$7.27M
2
+$3.88M
3
+$2.14M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.02M
5
LLY icon
Eli Lilly
LLY
+$1.2M

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
626
$5K ﹤0.01%
4
+1
627
$5K ﹤0.01%
74
628
$5K ﹤0.01%
15
-4
629
$5K ﹤0.01%
33
+2
630
$5K ﹤0.01%
54
631
$5K ﹤0.01%
87
-33
632
$5K ﹤0.01%
80
-134
633
$5K ﹤0.01%
2,725
634
$5K ﹤0.01%
200
635
$5K ﹤0.01%
32
-10
636
$5K ﹤0.01%
100
637
$5K ﹤0.01%
120
638
$5K ﹤0.01%
31
+21
639
$5K ﹤0.01%
42
640
$5K ﹤0.01%
18
-13
641
$4K ﹤0.01%
21
+1
642
$4K ﹤0.01%
18
+3
643
$4K ﹤0.01%
94
644
$4K ﹤0.01%
8
+2
645
$4K ﹤0.01%
33
+12
646
$4K ﹤0.01%
31
-48
647
$4K ﹤0.01%
78
+55
648
$4K ﹤0.01%
107
-55
649
$4K ﹤0.01%
162
650
$4K ﹤0.01%
26
24 25
26
27 28