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
651
$4K ﹤0.01%
7
652
$4K ﹤0.01%
100
+89
653
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103
+51
654
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18
655
$4K ﹤0.01%
100
656
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87
-531
657
$4K ﹤0.01%
85
658
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32
659
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31
+3
660
$4K ﹤0.01%
34
+2
661
$4K ﹤0.01%
181
662
$4K ﹤0.01%
89
663
$4K ﹤0.01%
26
-37
664
$4K ﹤0.01%
+29
665
$4K ﹤0.01%
26
-19
666
$3K ﹤0.01%
150
-150
667
$3K ﹤0.01%
+25
668
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23
-31
669
$3K ﹤0.01%
54
670
$3K ﹤0.01%
48
-25
671
$3K ﹤0.01%
43
-24
672
$3K ﹤0.01%
35
673
$3K ﹤0.01%
20
674
$3K ﹤0.01%
18
675
$3K ﹤0.01%
5
25 26
27
28 29