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
801
$1K ﹤0.01%
25
802
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803
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804
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805
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47
-40
806
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3
807
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4
808
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809
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3
810
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38
811
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4
812
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3
813
$1K ﹤0.01%
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814
$1K ﹤0.01%
3
815
$1K ﹤0.01%
34
816
$1K ﹤0.01%
16
817
$1K ﹤0.01%
4
818
$1K ﹤0.01%
11
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819
$1K ﹤0.01%
12
820
$1K ﹤0.01%
56
821
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31
822
$1K ﹤0.01%
+102
823
$1K ﹤0.01%
17
824
$1K ﹤0.01%
18
+9
825
$1K ﹤0.01%
4
31 32
33
34 35