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
651
$4K ﹤0.01%
36
652
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82
653
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19
-54
654
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19
+4
655
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656
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108
657
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+31
658
$4K ﹤0.01%
59
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659
$3K ﹤0.01%
35
660
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661
$3K ﹤0.01%
27
+9
662
$3K ﹤0.01%
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663
$3K ﹤0.01%
35
664
$3K ﹤0.01%
5
665
$3K ﹤0.01%
18
666
$3K ﹤0.01%
20
+14
667
$3K ﹤0.01%
53
668
$3K ﹤0.01%
84
-10
669
$3K ﹤0.01%
125
670
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126
+125
671
$3K ﹤0.01%
14
672
$3K ﹤0.01%
70
673
$3K ﹤0.01%
150
674
$3K ﹤0.01%
7
675
$3K ﹤0.01%
100
25 26
27
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