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
$236M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$9.62M
3
+$8.98M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.46M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.19M

Top Sells

1
+$27.3M
2
+$16.3M
3
+$12M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.93M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.18M

Sector Composition

1 Financials 1.73%
2 Technology 0.94%
3 Energy 0.81%
4 Utilities 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
352
177
$9K ﹤0.01%
+60
178
$9K ﹤0.01%
450
-500
179
$9K ﹤0.01%
126
180
$9K ﹤0.01%
51
181
$8K ﹤0.01%
43
182
$8K ﹤0.01%
225
183
$8K ﹤0.01%
63
184
$8K ﹤0.01%
47
185
$7K ﹤0.01%
35
186
$7K ﹤0.01%
161
187
$7K ﹤0.01%
207
188
$7K ﹤0.01%
30
189
$7K ﹤0.01%
138
190
$7K ﹤0.01%
500
191
$6K ﹤0.01%
110
192
$6K ﹤0.01%
59
193
$6K ﹤0.01%
184
-2
194
$6K ﹤0.01%
120
195
$6K ﹤0.01%
+100
196
$6K ﹤0.01%
632
197
$6K ﹤0.01%
453
-1,492,539
198
$6K ﹤0.01%
460
199
$6K ﹤0.01%
700
200
$6K ﹤0.01%
425
6 7
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