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
651
$4K ﹤0.01%
100
+89
652
$4K ﹤0.01%
103
+51
653
$4K ﹤0.01%
18
654
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100
655
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87
-531
656
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85
657
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32
658
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31
+3
659
$4K ﹤0.01%
34
+2
660
$4K ﹤0.01%
181
661
$4K ﹤0.01%
89
662
$4K ﹤0.01%
26
-37
663
$4K ﹤0.01%
+29
664
$4K ﹤0.01%
26
-19
665
$3K ﹤0.01%
43
-24
666
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35
667
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20
668
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18
669
$3K ﹤0.01%
5
670
$3K ﹤0.01%
34
-46
671
$3K ﹤0.01%
48
-20
672
$3K ﹤0.01%
112
673
$3K ﹤0.01%
88
-459
674
$3K ﹤0.01%
22
+14
675
$3K ﹤0.01%
20
25 26
27
28 29