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
851
$1K ﹤0.01%
2
852
$1K ﹤0.01%
3
-7
853
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480
854
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72
855
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856
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857
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858
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+103
859
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+65
861
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7
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863
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864
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3
865
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19
866
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20
867
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3
868
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57
+15
869
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41
870
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+13
871
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4
872
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5
873
$1K ﹤0.01%
9
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874
$1K ﹤0.01%
+12
875
$1K ﹤0.01%
4
33 34
35
36 37