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
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

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%
42
627
$5K ﹤0.01%
18
-13
628
$5K ﹤0.01%
74
+32
629
$5K ﹤0.01%
28
-14
630
$5K ﹤0.01%
57
+12
631
$5K ﹤0.01%
72
632
$5K ﹤0.01%
33
+2
633
$5K ﹤0.01%
54
634
$5K ﹤0.01%
87
-33
635
$5K ﹤0.01%
80
-134
636
$5K ﹤0.01%
2,725
637
$5K ﹤0.01%
200
638
$5K ﹤0.01%
32
-10
639
$5K ﹤0.01%
100
640
$4K ﹤0.01%
21
+1
641
$4K ﹤0.01%
18
+3
642
$4K ﹤0.01%
94
643
$4K ﹤0.01%
8
+2
644
$4K ﹤0.01%
33
+12
645
$4K ﹤0.01%
31
-48
646
$4K ﹤0.01%
78
+55
647
$4K ﹤0.01%
107
-55
648
$4K ﹤0.01%
162
649
$4K ﹤0.01%
26
650
$4K ﹤0.01%
7
24 25
26
27 28