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
801
$1K ﹤0.01%
10
802
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11
803
$1K ﹤0.01%
40
804
$1K ﹤0.01%
5
805
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32
+1
806
$1K ﹤0.01%
6
807
$1K ﹤0.01%
11
+2
808
$1K ﹤0.01%
8
809
$1K ﹤0.01%
19
-464
810
$1K ﹤0.01%
19
811
$1K ﹤0.01%
31
-190
812
$1K ﹤0.01%
12
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
+6
815
$1K ﹤0.01%
3
816
$1K ﹤0.01%
117
817
$1K ﹤0.01%
670
818
$1K ﹤0.01%
10
819
$1K ﹤0.01%
+20
820
$1K ﹤0.01%
5
-56
821
$1K ﹤0.01%
+6
822
$1K ﹤0.01%
10
823
$1K ﹤0.01%
4
824
$1K ﹤0.01%
100
825
$1K ﹤0.01%
100
31 32
33
34 35