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
751
$2K ﹤0.01%
+133
752
$2K ﹤0.01%
281
753
$2K ﹤0.01%
409
754
$2K ﹤0.01%
45
755
$2K ﹤0.01%
26
+20
756
$2K ﹤0.01%
142
757
$2K ﹤0.01%
89
758
$2K ﹤0.01%
71
+33
759
$2K ﹤0.01%
242
760
$2K ﹤0.01%
17
761
$2K ﹤0.01%
9
-13
762
$2K ﹤0.01%
317
+81
763
$2K ﹤0.01%
82
764
$2K ﹤0.01%
66
765
$2K ﹤0.01%
26
766
$2K ﹤0.01%
40
767
$2K ﹤0.01%
21
768
$2K ﹤0.01%
26
769
$2K ﹤0.01%
12
770
$2K ﹤0.01%
18
771
$2K ﹤0.01%
16
+5
772
$2K ﹤0.01%
100
773
$2K ﹤0.01%
44
-41
774
$2K ﹤0.01%
29
775
$2K ﹤0.01%
9
29 30
31
32 33