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
726
$2K ﹤0.01%
+2
727
$2K ﹤0.01%
42
728
$2K ﹤0.01%
12
-32
729
$2K ﹤0.01%
150
730
$2K ﹤0.01%
+27
731
$2K ﹤0.01%
161
+36
732
$2K ﹤0.01%
39
-406
733
$2K ﹤0.01%
10
734
$2K ﹤0.01%
394
+94
735
$2K ﹤0.01%
298
736
$2K ﹤0.01%
39
-36
737
$2K ﹤0.01%
46
-1,124
738
$2K ﹤0.01%
29
739
$2K ﹤0.01%
7
740
$2K ﹤0.01%
30
-29
741
$2K ﹤0.01%
33
+1
742
$2K ﹤0.01%
8
743
$2K ﹤0.01%
64
744
$2K ﹤0.01%
98
745
$2K ﹤0.01%
20
746
$2K ﹤0.01%
33
+17
747
$2K ﹤0.01%
53
748
$2K ﹤0.01%
16
749
$2K ﹤0.01%
31
750
$2K ﹤0.01%
10
-9
28 29
30
31 32