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
701
$3K ﹤0.01%
12
-71
702
$3K ﹤0.01%
61
703
$3K ﹤0.01%
+44
704
$3K ﹤0.01%
400
705
$3K ﹤0.01%
24
706
$2K ﹤0.01%
124
-71
707
$2K ﹤0.01%
51
+2
708
$2K ﹤0.01%
13
-36
709
$2K ﹤0.01%
5
710
$2K ﹤0.01%
157
711
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4
712
$2K ﹤0.01%
28
713
$2K ﹤0.01%
11
+5
714
$2K ﹤0.01%
28
715
$2K ﹤0.01%
33
716
$2K ﹤0.01%
54
717
$2K ﹤0.01%
86
718
$2K ﹤0.01%
88
719
$2K ﹤0.01%
50
720
$2K ﹤0.01%
57
-39
721
$2K ﹤0.01%
+133
722
$2K ﹤0.01%
141
-414
723
$2K ﹤0.01%
281
724
$2K ﹤0.01%
409
725
$2K ﹤0.01%
45
27 28
29
30 31