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
851
$1K ﹤0.01%
12
852
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853
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31
854
$1K ﹤0.01%
+102
855
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856
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18
+9
857
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4
858
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7
859
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860
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143
861
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13
862
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13
863
$1K ﹤0.01%
9
864
$1K ﹤0.01%
2
865
$1K ﹤0.01%
4
866
$1K ﹤0.01%
39
867
$1K ﹤0.01%
16
868
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869
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870
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10
871
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11
872
$1K ﹤0.01%
6
873
$1K ﹤0.01%
16
-134
874
$1K ﹤0.01%
+3
875
$1K ﹤0.01%
+25
33 34
35
36 37