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
801
$1K ﹤0.01%
12
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16
-134
803
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25
+6
804
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16
805
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18
806
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42
807
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+301
808
$1K ﹤0.01%
45
809
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41
+10
810
$1K ﹤0.01%
9
811
$1K ﹤0.01%
4
-206
812
$1K ﹤0.01%
14
813
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24
+5
814
$1K ﹤0.01%
+4
815
$1K ﹤0.01%
29
816
$1K ﹤0.01%
24
817
$1K ﹤0.01%
26
818
$1K ﹤0.01%
6
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819
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7
820
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78
-108
821
$1K ﹤0.01%
4
822
$1K ﹤0.01%
12
823
$1K ﹤0.01%
9
824
$1K ﹤0.01%
+20
825
$1K ﹤0.01%
40
31 32
33
34 35