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
126
$289K 0.04%
4,807
-227
127
$283K 0.04%
2,251
-315
128
$282K 0.04%
+6,976
129
$272K 0.04%
2,215
+198
130
$255K 0.04%
3,805
-573
131
$249K 0.04%
3,446
+585
132
$248K 0.04%
1,254
+976
133
$243K 0.04%
669
+1
134
$239K 0.04%
1,162
+40
135
$237K 0.03%
785
-25
136
$237K 0.03%
492
-37
137
$226K 0.03%
+4,456
138
$226K 0.03%
809
-53
139
$220K 0.03%
2,827
-184
140
$218K 0.03%
1,375
-8
141
$212K 0.03%
2,431
-40
142
$211K 0.03%
1,389
+26
143
$208K 0.03%
6,445
+1,023
144
$206K 0.03%
864
145
$203K 0.03%
826
-8
146
$202K 0.03%
1,261
-165
147
$201K 0.03%
352
148
$196K 0.03%
652
149
$195K 0.03%
1,870
+698
150
$194K 0.03%
200
+6
4 5
6
7 8