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
176
$127K 0.02%
4,197
+661
177
$126K 0.02%
770
-500
178
$125K 0.02%
9,475
179
$122K 0.02%
2,443
180
$121K 0.02%
6,855
+98
181
$120K 0.02%
1,073
+119
182
$120K 0.02%
1,584
+600
183
$120K 0.02%
5,264
184
$119K 0.02%
300
185
$118K 0.02%
203
-32
186
$117K 0.02%
862
+8
187
$116K 0.02%
2,761
+1,887
188
$114K 0.02%
118
-5
189
$112K 0.02%
+1,916
190
$110K 0.02%
431
-177
191
$106K 0.02%
1,750
-680
192
$105K 0.02%
1,310
193
$104K 0.02%
547
-100
194
$104K 0.02%
1,622
+43
195
$104K 0.02%
1,950
196
$103K 0.02%
2,563
197
$101K 0.01%
1,061
+271
198
$99K 0.01%
305
199
$98K 0.01%
6,140
200
$97K 0.01%
503
-174
6 7
8
9 10