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
776
$2K ﹤0.01%
2,539
+684
777
$2K ﹤0.01%
46
778
$1K ﹤0.01%
10
779
$1K ﹤0.01%
7
780
$1K ﹤0.01%
20
781
$1K ﹤0.01%
+25
782
$1K ﹤0.01%
29
783
$1K ﹤0.01%
14
784
$1K ﹤0.01%
4
785
$1K ﹤0.01%
3
786
$1K ﹤0.01%
100
787
$1K ﹤0.01%
12
788
$1K ﹤0.01%
8
789
$1K ﹤0.01%
32
790
$1K ﹤0.01%
6
791
$1K ﹤0.01%
12
792
$1K ﹤0.01%
9
-20
793
$1K ﹤0.01%
+12
794
$1K ﹤0.01%
4
795
$1K ﹤0.01%
14
796
$1K ﹤0.01%
3
-145
797
$1K ﹤0.01%
24
798
$1K ﹤0.01%
6
799
$1K ﹤0.01%
29
800
$1K ﹤0.01%
24
30 31
32
33 34