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
1026
– –
0
1027
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1028
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1029
$0 ﹤0.01%
+20
1030
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1031
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1
1032
$0 ﹤0.01%
14
1033
$0 ﹤0.01%
2
1034
– –
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1035
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1036
– –
-1,485
1037
$0 ﹤0.01%
12
1038
$0 ﹤0.01%
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1039
$0 ﹤0.01%
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1040
$0 ﹤0.01%
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1041
$0 ﹤0.01%
200
1042
– –
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1043
$0 ﹤0.01%
+2
1044
$0 ﹤0.01%
1
1045
$0 ﹤0.01%
3
1046
$0 ﹤0.01%
2
1047
– –
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1048
– –
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1049
$0 ﹤0.01%
+2
1050
– –
-1,704
40 41
42
43 44