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
751
$2K ﹤0.01%
30
-29
752
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33
+1
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755
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756
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20
757
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33
+17
758
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759
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16
760
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31
761
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762
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$2K ﹤0.01%
317
+81
764
$2K ﹤0.01%
82
765
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40
766
$2K ﹤0.01%
21
767
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26
768
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769
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18
770
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16
+5
771
$2K ﹤0.01%
20
772
$2K ﹤0.01%
44
-41
773
$2K ﹤0.01%
29
774
$2K ﹤0.01%
9
775
$2K ﹤0.01%
20
-30
29 30
31
32 33