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
751
$2K ﹤0.01%
9
752
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16
753
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26
754
$2K ﹤0.01%
100
755
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54
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+30
757
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758
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759
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+18
760
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48
+41
761
$2K ﹤0.01%
11
762
$2K ﹤0.01%
300
763
$2K ﹤0.01%
1,200
+300
764
$2K ﹤0.01%
46
765
$2K ﹤0.01%
4
766
$1K ﹤0.01%
200
767
$1K ﹤0.01%
37
768
$1K ﹤0.01%
15
769
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5
770
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20
771
$1K ﹤0.01%
10
772
$1K ﹤0.01%
+31
773
$1K ﹤0.01%
13
+10
774
$1K ﹤0.01%
6
775
$1K ﹤0.01%
11
29 30
31
32 33