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
876
$1K ﹤0.01%
21
877
$1K ﹤0.01%
24
878
$1K ﹤0.01%
+50
879
$1K ﹤0.01%
4
880
$1K ﹤0.01%
2
881
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3
-7
882
$1K ﹤0.01%
480
883
$1K ﹤0.01%
72
884
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17
885
$1K ﹤0.01%
16
-84
886
$1K ﹤0.01%
13
887
$1K ﹤0.01%
+103
888
$1K ﹤0.01%
21
+9
889
$1K ﹤0.01%
+65
890
$1K ﹤0.01%
7
891
$1K ﹤0.01%
12
892
$1K ﹤0.01%
19
893
$1K ﹤0.01%
3
894
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19
895
$1K ﹤0.01%
20
896
$1K ﹤0.01%
3
897
$1K ﹤0.01%
57
+15
898
$1K ﹤0.01%
41
899
$1K ﹤0.01%
+13
900
$1K ﹤0.01%
4
34 35
36
37 38