FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$970M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$5.15M
3
+$2.72M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.35M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$2.27M

Top Sells

1
+$9.16M
2
+$5.36M
3
+$4.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
EXI icon
iShares Global Industrials ETF
EXI
+$2.32M

Sector Composition

1 Technology 3.25%
2 Financials 1.83%
3 Healthcare 0.94%
4 Consumer Discretionary 0.92%
5 Energy 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
726
Edwards Lifesciences
EW
$49.5B
$2.05K ﹤0.01%
24
-22
KD icon
727
Kyndryl
KD
$2.96B
$2.04K ﹤0.01%
77
SCI icon
728
Service Corp International
SCI
$11.4B
$2.03K ﹤0.01%
26
DTCR icon
729
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.2B
$2.02K ﹤0.01%
95
-55
JD icon
730
JD.com
JD
$36B
$1.95K ﹤0.01%
68
-15
TAK icon
731
Takeda Pharmaceutical
TAK
$57.6B
$1.95K ﹤0.01%
125
UTHR icon
732
United Therapeutics
UTHR
$21.1B
$1.95K ﹤0.01%
4
CAI
733
Caris Life Sciences
CAI
$5.6B
$1.92K ﹤0.01%
71
HRB icon
734
H&R Block
HRB
$3.91B
$1.85K ﹤0.01%
42
AG icon
735
First Majestic Silver
AG
$14.1B
$1.83K ﹤0.01%
+110
JKHY icon
736
Jack Henry & Associates
JKHY
$12.2B
$1.82K ﹤0.01%
10
LNT icon
737
Alliant Energy
LNT
$18.6B
$1.82K ﹤0.01%
28
LUMN icon
738
Lumen
LUMN
$7.13B
$1.81K ﹤0.01%
233
-247
IRDM icon
739
Iridium Communications
IRDM
$2.57B
$1.81K ﹤0.01%
104
THC icon
740
Tenet Healthcare
THC
$21.3B
$1.79K ﹤0.01%
9
POST icon
741
Post Holdings
POST
$5.11B
$1.78K ﹤0.01%
18
VNQ icon
742
Vanguard Real Estate ETF
VNQ
$36.7B
$1.77K ﹤0.01%
20
RPM icon
743
RPM International
RPM
$13.9B
$1.77K ﹤0.01%
17
SNA icon
744
Snap-on
SNA
$19.9B
$1.72K ﹤0.01%
5
INCY icon
745
Incyte
INCY
$19.7B
$1.68K ﹤0.01%
17
VIOO icon
746
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.4B
$1.66K ﹤0.01%
15
CW icon
747
Curtiss-Wright
CW
$26.3B
$1.65K ﹤0.01%
3
WEX icon
748
WEX
WEX
$5.65B
$1.64K ﹤0.01%
11
PAYC icon
749
Paycom
PAYC
$7.13B
$1.59K ﹤0.01%
10
PTC icon
750
PTC
PTC
$19.4B
$1.57K ﹤0.01%
9
28 29
30
31 32