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
151
$191K 0.03%
924
+49
152
$191K 0.03%
677
-45
153
$188K 0.03%
2,600
-72
154
$183K 0.03%
894
-21
155
$175K 0.03%
769
+90
156
$175K 0.03%
3,843
157
$172K 0.03%
853
-73
158
$168K 0.02%
1,871
-26
159
$165K 0.02%
977
-124
160
$162K 0.02%
16,344
+7,879
161
$157K 0.02%
428
-14
162
$153K 0.02%
5,849
163
$153K 0.02%
3,511
-3,000
164
$151K 0.02%
3,418
+30
165
$150K 0.02%
270
+1
166
$145K 0.02%
2,496
+459
167
$144K 0.02%
1,420
-112
168
$139K 0.02%
781
169
$139K 0.02%
1,091
170
$138K 0.02%
346
171
$135K 0.02%
257
+187
172
$135K 0.02%
1,740
+1,440
173
$132K 0.02%
3,572
+185
174
$132K 0.02%
2,955
175
$130K 0.02%
420
5 6
7
8 9