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
901
$1K ﹤0.01%
6
902
$1K ﹤0.01%
11
+2
903
$1K ﹤0.01%
8
904
$1K ﹤0.01%
19
-464
905
$1K ﹤0.01%
19
906
$1K ﹤0.01%
31
-190
907
$1K ﹤0.01%
12
908
$1K ﹤0.01%
9
909
$1K ﹤0.01%
+6
910
$1K ﹤0.01%
3
911
$1K ﹤0.01%
+25
912
– –
-381
913
$0 ﹤0.01%
+5
914
$0 ﹤0.01%
25
915
$0 ﹤0.01%
16
916
$0 ﹤0.01%
+4
917
– –
-1,169
918
– –
-1,389
919
$0 ﹤0.01%
+6
920
$0 ﹤0.01%
+9
921
$0 ﹤0.01%
12
922
$0 ﹤0.01%
4
923
$0 ﹤0.01%
1
924
– –
-4,400
925
– –
-4
35 36
37
38 39