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
1051
$0 ﹤0.01%
+9
1052
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1053
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4
1054
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1055
– –
-4,400
1056
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1057
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2
1058
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+50
1059
– –
-100
1060
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1061
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-30
1062
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-3,865
1063
$0 ﹤0.01%
5
1064
– –
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1065
$0 ﹤0.01%
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1067
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1069
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11
-25
1070
$0 ﹤0.01%
10
1071
– –
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$0 ﹤0.01%
+1
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– –
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1074
$0 ﹤0.01%
3
1075
$0 ﹤0.01%
+3
41 42
43
44 45