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
1076
$0 ﹤0.01%
+20
1077
$0 ﹤0.01%
1,000
1078
– –
-18,315
1079
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3
1080
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+3
1081
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2
1082
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26
1083
$0 ﹤0.01%
+2
1084
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-3,875
1085
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-506
1086
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-5
1087
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-51
1088
– –
-725
1089
– –
-2,133
1090
$0 ﹤0.01%
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1091
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10
1092
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1093
$0 ﹤0.01%
1
1094
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-3
1095
– –
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1096
$0 ﹤0.01%
+5
1097
$0 ﹤0.01%
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1098
– –
-500
1099
$0 ﹤0.01%
21
-1
1100
$0 ﹤0.01%
2
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