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
101
$359K 0.05%
490
-23
102
$356K 0.05%
5,450
+5,425
103
$356K 0.05%
4,960
+709
104
$350K 0.05%
4,366
-1,585
105
$347K 0.05%
2,149
+286
106
$342K 0.05%
1,565
-35
107
$333K 0.05%
8,538
+979
108
$332K 0.05%
2,231
+249
109
$330K 0.05%
8,931
+1,231
110
$330K 0.05%
2,549
+333
111
$328K 0.05%
3,333
+515
112
$323K 0.05%
1,789
+160
113
$319K 0.05%
4,440
-71
114
$316K 0.05%
2,767
115
$315K 0.05%
3,948
+508
116
$309K 0.05%
504
-39
117
$306K 0.05%
2,892
+314
118
$303K 0.04%
524
+2
119
$299K 0.04%
2,319
+923
120
$299K 0.04%
643
-34
121
$299K 0.04%
843
122
$298K 0.04%
3,589
123
$294K 0.04%
1,136
-75
124
$291K 0.04%
5,052
+659
125
$290K 0.04%
1,171
-49
3 4
5
6 7