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
726
$2K ﹤0.01%
11
727
$2K ﹤0.01%
45
728
$2K ﹤0.01%
1,855
+100
729
$1K ﹤0.01%
25
730
$1K ﹤0.01%
14
731
$1K ﹤0.01%
+34
732
$1K ﹤0.01%
+10
733
$1K ﹤0.01%
4
734
$1K ﹤0.01%
47
-15
735
$1K ﹤0.01%
3
-128
736
$1K ﹤0.01%
7
737
$1K ﹤0.01%
+19
738
$1K ﹤0.01%
19
739
$1K ﹤0.01%
7
740
$1K ﹤0.01%
3
741
$1K ﹤0.01%
10
742
$1K ﹤0.01%
37
743
$1K ﹤0.01%
+20
744
$1K ﹤0.01%
+25
745
$1K ﹤0.01%
17
746
$1K ﹤0.01%
50
+14
747
$1K ﹤0.01%
10
748
$1K ﹤0.01%
+28
749
$1K ﹤0.01%
4
750
$1K ﹤0.01%
2
28 29
30
31 32