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
$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%
+103
202
$1K ﹤0.01%
+22
203
$1K ﹤0.01%
+21
204
$1K ﹤0.01%
+24
205
$1K ﹤0.01%
+50
206
$1K ﹤0.01%
+154
207
$1K ﹤0.01%
+5
208
$1K ﹤0.01%
+200
209
$0 ﹤0.01%
+13
210
$0 ﹤0.01%
+29
211
$0 ﹤0.01%
+300
212
$0 ﹤0.01%
+150
213
$0 ﹤0.01%
+5
214
– –
0
215
$0 ﹤0.01%
+6
216
$0 ﹤0.01%
+7
217
$0 ﹤0.01%
+2
218
$0 ﹤0.01%
+5
219
$0 ﹤0.01%
+10
220
– –
0
221
$0 ﹤0.01%
+30
222
– –
0
223
– –
0
224
– –
0
225
– –
0
6 7 8
9
10