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
826
$1K ﹤0.01%
25
827
$1K ﹤0.01%
12
+5
828
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18
829
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3
830
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831
$1K ﹤0.01%
4
832
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6
833
$1K ﹤0.01%
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834
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2
835
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25
836
$1K ﹤0.01%
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837
$1K ﹤0.01%
34
838
$1K ﹤0.01%
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839
$1K ﹤0.01%
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-40
840
$1K ﹤0.01%
3
841
$1K ﹤0.01%
4
842
$1K ﹤0.01%
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843
$1K ﹤0.01%
3
844
$1K ﹤0.01%
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845
$1K ﹤0.01%
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846
$1K ﹤0.01%
3
847
$1K ﹤0.01%
34
848
$1K ﹤0.01%
16
849
$1K ﹤0.01%
4
850
$1K ﹤0.01%
11
-5
32 33
34
35 36