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
651
$3K ﹤0.01%
9
652
$3K ﹤0.01%
3
653
$3K ﹤0.01%
100
654
$3K ﹤0.01%
171
655
$3K ﹤0.01%
+85
656
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125
657
$3K ﹤0.01%
7
-4
658
$3K ﹤0.01%
+23
659
$3K ﹤0.01%
100
660
$3K ﹤0.01%
7
661
$3K ﹤0.01%
61
662
$3K ﹤0.01%
32
663
$3K ﹤0.01%
45
664
$3K ﹤0.01%
368
665
$3K ﹤0.01%
150
666
$3K ﹤0.01%
200
667
$3K ﹤0.01%
400
668
$3K ﹤0.01%
30
669
$3K ﹤0.01%
13
-24
670
$3K ﹤0.01%
100
671
$3K ﹤0.01%
17
-2
672
$3K ﹤0.01%
130
+4
673
$2K ﹤0.01%
124
-131
674
$2K ﹤0.01%
5
675
$2K ﹤0.01%
9
25 26
27
28 29