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
$970M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$5.15M
3
+$2.72M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.35M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$2.27M

Top Sells

1
+$9.16M
2
+$5.36M
3
+$4.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
EXI icon
iShares Global Industrials ETF
EXI
+$2.32M

Sector Composition

1 Technology 3.25%
2 Financials 1.83%
3 Healthcare 0.94%
4 Consumer Discretionary 0.92%
5 Energy 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
126
PayPal
PYPL
$44.6B
$334K 0.03%
5,725
-254
TEL icon
127
TE Connectivity
TEL
$63.7B
$334K 0.03%
1,467
-1
MRSH
128
Marsh
MRSH
$83.5B
$332K 0.03%
1,788
-9
WMB icon
129
Williams Companies
WMB
$87.7B
$331K 0.03%
5,506
+8
MSI icon
130
Motorola Solutions
MSI
$73.6B
$323K 0.03%
839
-23
TT icon
131
Trane Technologies
TT
$107B
$320K 0.03%
823
+10
KMB icon
132
Kimberly-Clark
KMB
$32.5B
$315K 0.03%
3,087
-11
TSM icon
133
TSMC
TSM
$1.98T
$311K 0.03%
1,020
+65
SCHW icon
134
Charles Schwab
SCHW
$154B
$310K 0.03%
3,098
-105
UNH icon
135
UnitedHealth
UNH
$320B
$298K 0.03%
902
+16
DIA icon
136
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.3B
$296K 0.03%
614
V icon
137
Visa
V
$588B
$295K 0.03%
840
+10
CB icon
138
Chubb
CB
$128B
$266K 0.03%
851
+23
PANW icon
139
Palo Alto Networks
PANW
$139B
$265K 0.03%
1,439
CRUS icon
140
Cirrus Logic
CRUS
$8.76B
$265K 0.03%
2,236
+2,231
ADI icon
141
Analog Devices
ADI
$196B
$260K 0.03%
957
AMAT icon
142
Applied Materials
AMAT
$321B
$255K 0.03%
993
+89
CIEN icon
143
Ciena
CIEN
$72.7B
$250K 0.03%
1,070
ANET icon
144
Arista Networks
ANET
$216B
$244K 0.03%
1,860
+46
HYG icon
145
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.5B
$241K 0.02%
2,983
+1
SLB icon
146
SLB Ltd
SLB
$83B
$240K 0.02%
6,200
+4
UBER icon
147
Uber
UBER
$151B
$233K 0.02%
2,846
-425
ASML icon
148
ASML
ASML
$545B
$231K 0.02%
216
CI icon
149
Cigna
CI
$73B
$231K 0.02%
838
-50
VONE icon
150
Vanguard Russell 1000 ETF
VONE
$7.56B
$230K 0.02%
743
4 5
6
7 8