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
676
$2K ﹤0.01%
16
+10
677
$2K ﹤0.01%
236
678
$2K ﹤0.01%
428
679
$2K ﹤0.01%
84
680
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64
681
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18
682
$2K ﹤0.01%
925
683
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27
684
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42
685
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46
-65
686
$2K ﹤0.01%
+99
687
$2K ﹤0.01%
21
688
$2K ﹤0.01%
34
689
$2K ﹤0.01%
28
690
$2K ﹤0.01%
5
691
$2K ﹤0.01%
21
692
$2K ﹤0.01%
+143
693
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28
-105
694
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33
-50
695
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90
696
$2K ﹤0.01%
87
697
$2K ﹤0.01%
53
698
$2K ﹤0.01%
13
+3
699
$2K ﹤0.01%
150
700
$2K ﹤0.01%
125
26 27
28
29 30