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
976
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-13
977
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978
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979
$0 ﹤0.01%
3
980
$0 ﹤0.01%
40
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981
$0 ﹤0.01%
+3
982
– –
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983
$0 ﹤0.01%
7
984
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985
$0 ﹤0.01%
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986
$0 ﹤0.01%
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987
$0 ﹤0.01%
2
988
$0 ﹤0.01%
1
989
– –
-607
990
– –
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991
$0 ﹤0.01%
+3
992
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993
$0 ﹤0.01%
8
994
$0 ﹤0.01%
7
-4
995
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996
$0 ﹤0.01%
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997
$0 ﹤0.01%
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998
– –
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999
$0 ﹤0.01%
1
1000
$0 ﹤0.01%
1
38 39
40
41 42