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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
2,431
+998
877
$1K ﹤0.01%
670
878
$0 ﹤0.01%
47
879
$0 ﹤0.01%
2
880
– –
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881
– –
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882
$0 ﹤0.01%
1
883
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884
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885
$0 ﹤0.01%
10
886
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887
$0 ﹤0.01%
10
888
$0 ﹤0.01%
3
+1
889
$0 ﹤0.01%
7
890
$0 ﹤0.01%
19
+8
891
$0 ﹤0.01%
+14
892
– –
-22
893
– –
-78
894
$0 ﹤0.01%
12
895
$0 ﹤0.01%
3
896
– –
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897
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898
$0 ﹤0.01%
3
899
– –
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900
$0 ﹤0.01%
10
34 35
36
37 38