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
76
$653K 0.1%
1,320
-21
77
$627K 0.09%
5,671
+2,500
78
$621K 0.09%
+9,414
79
$590K 0.09%
3,635
+273
80
$580K 0.09%
6,329
+397
81
$559K 0.08%
1,229
+118
82
$544K 0.08%
1,364
+1
83
$531K 0.08%
14,016
+2,939
84
$530K 0.08%
19,089
+2,000
85
$521K 0.08%
7,013
+2,588
86
$472K 0.07%
3,578
-116
87
$465K 0.07%
+8,302
88
$454K 0.07%
2,592
-71
89
$453K 0.07%
1,536
-90
90
$450K 0.07%
9,025
+293
91
$442K 0.07%
5,966
+948
92
$431K 0.06%
5,878
+361
93
$410K 0.06%
4,188
-18
94
$405K 0.06%
2,374
-328
95
$404K 0.06%
3,104
+395
96
$395K 0.06%
5,057
+710
97
$390K 0.06%
4,473
+616
98
$385K 0.06%
2,171
+427
99
$382K 0.06%
1,344
-19
100
$363K 0.05%
1,497
+484
2 3
4
5 6