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
776
$2K ﹤0.01%
20
-30
777
$2K ﹤0.01%
2,539
+684
778
$2K ﹤0.01%
46
779
$1K ﹤0.01%
29
780
$1K ﹤0.01%
14
781
$1K ﹤0.01%
117
782
$1K ﹤0.01%
670
783
$1K ﹤0.01%
+103
784
$1K ﹤0.01%
6
785
$1K ﹤0.01%
5
-56
786
$1K ﹤0.01%
24
787
$1K ﹤0.01%
6
788
$1K ﹤0.01%
100
789
$1K ﹤0.01%
100
790
$1K ﹤0.01%
25
791
$1K ﹤0.01%
12
+5
792
$1K ﹤0.01%
18
793
$1K ﹤0.01%
10
794
$1K ﹤0.01%
+20
795
$1K ﹤0.01%
3
796
$1K ﹤0.01%
20
797
$1K ﹤0.01%
4
798
$1K ﹤0.01%
+6
799
$1K ﹤0.01%
21
800
$1K ﹤0.01%
2
30 31
32
33 34