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
776
$1K ﹤0.01%
8
777
$1K ﹤0.01%
+4
778
$1K ﹤0.01%
25
-449
779
$1K ﹤0.01%
20
780
$1K ﹤0.01%
13
-13
781
$1K ﹤0.01%
11
-76
782
$1K ﹤0.01%
26
783
$1K ﹤0.01%
4
784
$1K ﹤0.01%
8
785
$1K ﹤0.01%
298
786
$1K ﹤0.01%
15
787
$1K ﹤0.01%
16
788
$1K ﹤0.01%
15
789
$1K ﹤0.01%
10
790
$1K ﹤0.01%
8
-19
791
$1K ﹤0.01%
+47
792
$1K ﹤0.01%
12
-231
793
$1K ﹤0.01%
289
-4,857
794
$1K ﹤0.01%
8
795
$1K ﹤0.01%
17
796
$1K ﹤0.01%
25
797
$1K ﹤0.01%
4
798
$1K ﹤0.01%
3
799
$1K ﹤0.01%
4
800
$1K ﹤0.01%
7
30 31
32
33 34