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
676
$3K ﹤0.01%
34
-46
677
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48
-20
678
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112
679
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88
-459
680
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22
+14
681
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20
682
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125
683
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27
684
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+10
685
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100
-6
686
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149
-800
687
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12
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688
$3K ﹤0.01%
61
689
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+44
690
$3K ﹤0.01%
400
691
$3K ﹤0.01%
24
692
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100
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693
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10
694
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14
+5
695
$3K ﹤0.01%
100
696
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9
697
$3K ﹤0.01%
132
698
$3K ﹤0.01%
36
699
$3K ﹤0.01%
10
-9
700
$3K ﹤0.01%
29
26 27
28
29 30