FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$16.2M
3
+$13.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.33M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.21M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.35%
2 Consumer Staples 1.63%
3 Technology 0.64%
4 Utilities 0.57%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+22
202
$1K ﹤0.01%
+21
203
$1K ﹤0.01%
+24
204
$1K ﹤0.01%
+50
205
$1K ﹤0.01%
+154
206
$1K ﹤0.01%
+5
207
$1K ﹤0.01%
+200
208
$1K ﹤0.01%
+103
209
$0 ﹤0.01%
+10
210
– –
0
211
– –
0
212
$0 ﹤0.01%
+30
213
– –
0
214
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0
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0
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0
218
$0 ﹤0.01%
+6
219
$0 ﹤0.01%
+6
220
$0 ﹤0.01%
+40
221
$0 ﹤0.01%
+3
222
$0 ﹤0.01%
+16
223
$0 ﹤0.01%
+2
224
– –
0
225
$0 ﹤0.01%
+5
6 7 8
9
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