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
51
$1.1M 0.16%
2,618
-75
52
$1.08M 0.16%
+27,793
53
$1.07M 0.16%
10,682
+1,802
54
$1.06M 0.16%
36,352
+33,659
55
$1.05M 0.15%
12,794
+1,694
56
$1.02M 0.15%
2,102
-82
57
$981K 0.14%
6,218
+379
58
$980K 0.14%
+19,307
59
$930K 0.14%
1,196
-1,548
60
$876K 0.13%
3,877
-236
61
$845K 0.12%
7,572
-362
62
$775K 0.11%
4,446
+396
63
$774K 0.11%
4,249
-875
64
$763K 0.11%
5,760
-1,350
65
$763K 0.11%
7,850
-170
66
$762K 0.11%
1,986
+162
67
$747K 0.11%
7,937
+599
68
$734K 0.11%
13,384
+7,805
69
$727K 0.11%
2,093
-20
70
$716K 0.11%
4,743
-393
71
$711K 0.1%
4,045
-261
72
$710K 0.1%
5,578
+161
73
$683K 0.1%
7,064
+664
74
$668K 0.1%
30,000
75
$653K 0.1%
10,670
+1,321
1 2
3
4 5