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
701
$2K ﹤0.01%
34
-37
702
$2K ﹤0.01%
10
703
$2K ﹤0.01%
300
+200
704
$2K ﹤0.01%
149
705
$2K ﹤0.01%
29
706
$2K ﹤0.01%
8
707
$2K ﹤0.01%
2,725
708
$2K ﹤0.01%
64
709
$2K ﹤0.01%
20
710
$2K ﹤0.01%
53
711
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31
-275
712
$2K ﹤0.01%
+51
713
$2K ﹤0.01%
24
714
$2K ﹤0.01%
10
-7
715
$2K ﹤0.01%
+142
716
$2K ﹤0.01%
89
+47
717
$2K ﹤0.01%
29
+20
718
$2K ﹤0.01%
242
719
$2K ﹤0.01%
17
720
$2K ﹤0.01%
100
721
$2K ﹤0.01%
40
+14
722
$2K ﹤0.01%
60
-64
723
$2K ﹤0.01%
26
724
$2K ﹤0.01%
18
-3
725
$2K ﹤0.01%
9
27 28
29
30 31