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
976
$0 ﹤0.01%
+5
977
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2
978
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+24
979
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2
980
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2
981
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2
982
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983
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984
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985
– –
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986
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1,009
987
– –
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988
$0 ﹤0.01%
5,431
989
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990
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991
– –
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992
$0 ﹤0.01%
25
993
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994
$0 ﹤0.01%
+2
995
$0 ﹤0.01%
2
996
– –
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997
– –
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998
$0 ﹤0.01%
3
999
– –
-1,243
1000
$0 ﹤0.01%
5
38 39
40
41 42