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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
27
777
$1K ﹤0.01%
200
778
$1K ﹤0.01%
2
779
$1K ﹤0.01%
100
780
$1K ﹤0.01%
12
781
$1K ﹤0.01%
8
782
$1K ﹤0.01%
32
783
$1K ﹤0.01%
13
-38
784
$1K ﹤0.01%
6
785
$1K ﹤0.01%
5
786
$1K ﹤0.01%
15
+9
787
$1K ﹤0.01%
218
788
$1K ﹤0.01%
21
789
$1K ﹤0.01%
+45
790
$1K ﹤0.01%
8
791
$1K ﹤0.01%
4
792
$1K ﹤0.01%
3
793
$1K ﹤0.01%
480
794
$1K ﹤0.01%
72
795
$1K ﹤0.01%
8
796
$1K ﹤0.01%
7
797
$1K ﹤0.01%
17
798
$1K ﹤0.01%
32
799
$1K ﹤0.01%
+4
800
$1K ﹤0.01%
13
30 31
32
33 34