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
726
$2K ﹤0.01%
26
+20
727
$2K ﹤0.01%
142
728
$2K ﹤0.01%
89
729
$2K ﹤0.01%
71
+33
730
$2K ﹤0.01%
242
731
$2K ﹤0.01%
17
732
$2K ﹤0.01%
66
733
$2K ﹤0.01%
26
734
$2K ﹤0.01%
925
735
$2K ﹤0.01%
25
736
$2K ﹤0.01%
18
737
$2K ﹤0.01%
+2
738
$2K ﹤0.01%
42
739
$2K ﹤0.01%
12
-32
740
$2K ﹤0.01%
150
741
$2K ﹤0.01%
+27
742
$2K ﹤0.01%
161
+36
743
$2K ﹤0.01%
39
-406
744
$2K ﹤0.01%
10
745
$2K ﹤0.01%
394
+94
746
$2K ﹤0.01%
298
747
$2K ﹤0.01%
39
-36
748
$2K ﹤0.01%
46
-1,124
749
$2K ﹤0.01%
29
750
$2K ﹤0.01%
7
28 29
30
31 32