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
801
$1K ﹤0.01%
38
802
$1K ﹤0.01%
22
803
$1K ﹤0.01%
+17
804
$1K ﹤0.01%
3
805
$1K ﹤0.01%
+34
806
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5
-1,711
807
$1K ﹤0.01%
54
808
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43
809
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15
810
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50
811
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5
-14
812
$1K ﹤0.01%
28
813
$1K ﹤0.01%
2
814
$1K ﹤0.01%
18
815
$1K ﹤0.01%
6
816
$1K ﹤0.01%
37
817
$1K ﹤0.01%
12
818
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12
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819
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11
820
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821
$1K ﹤0.01%
14
822
$1K ﹤0.01%
+7
823
$1K ﹤0.01%
8
824
$1K ﹤0.01%
10
825
$1K ﹤0.01%
3
31 32
33
34 35