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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
89
-90
727
$2K ﹤0.01%
42
728
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25
729
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20
730
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731
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32
732
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733
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29
734
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735
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590
736
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+50
737
$2K ﹤0.01%
31
738
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22
-3
739
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13
-4
740
$2K ﹤0.01%
64
741
$2K ﹤0.01%
315
742
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177
+134
743
$2K ﹤0.01%
53
744
$2K ﹤0.01%
54
+12
745
$2K ﹤0.01%
+123
746
$2K ﹤0.01%
24
747
$2K ﹤0.01%
18
748
$2K ﹤0.01%
17
749
$2K ﹤0.01%
100
750
$2K ﹤0.01%
17
28 29
30
31 32