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
901
$1K ﹤0.01%
5
902
$1K ﹤0.01%
35
903
$1K ﹤0.01%
37
904
$1K ﹤0.01%
10
905
$1K ﹤0.01%
+130
906
$1K ﹤0.01%
20
907
$1K ﹤0.01%
7
908
$1K ﹤0.01%
78
909
$1K ﹤0.01%
4
910
$1K ﹤0.01%
9
911
– –
-725
912
– –
-2,133
913
$0 ﹤0.01%
15
914
$0 ﹤0.01%
10
915
– –
-3
916
$0 ﹤0.01%
+3
917
– –
-500
918
– –
-1
919
$0 ﹤0.01%
2
920
$0 ﹤0.01%
1
921
– –
-3
922
– –
-381
923
$0 ﹤0.01%
+5
924
$0 ﹤0.01%
+4
925
– –
-1,169
35 36
37
38 39