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
76
$410K 0.07%
14,978
-225
77
$398K 0.07%
1,363
78
$391K 0.07%
3,800
+78
79
$385K 0.07%
3,631
+35
80
$371K 0.07%
4,945
+626
81
$364K 0.06%
1,213
+30
82
$348K 0.06%
2,457
-229
83
$340K 0.06%
1,489
+33
84
$337K 0.06%
6,315
-162
85
$336K 0.06%
1,250
-1
86
$319K 0.06%
5,471
87
$317K 0.06%
5,330
-280
88
$317K 0.06%
1,566
89
$296K 0.05%
4,604
+683
90
$291K 0.05%
4,497
+6
91
$287K 0.05%
4,564
-463
92
$285K 0.05%
504
+123
93
$281K 0.05%
6,680
+36
94
$279K 0.05%
4,339
-283
95
$258K 0.05%
2,297
+558
96
$254K 0.04%
682
+33
97
$251K 0.04%
886
-127
98
$250K 0.04%
3,675
-549
99
$243K 0.04%
921
+209
100
$235K 0.04%
1,942
-262
2 3
4
5 6