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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$0 ﹤0.01%
+13
927
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30
928
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-11
929
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930
$0 ﹤0.01%
3
+1
931
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932
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933
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934
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935
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936
$0 ﹤0.01%
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937
$0 ﹤0.01%
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938
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939
$0 ﹤0.01%
+4
940
$0 ﹤0.01%
2
941
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2
942
$0 ﹤0.01%
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943
$0 ﹤0.01%
71
944
$0 ﹤0.01%
13
945
$0 ﹤0.01%
6
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946
– –
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947
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948
$0 ﹤0.01%
9
949
– –
-5
950
– –
-1,000
36 37
38
39 40