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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68K 0.01%
553
+2
202
$67K 0.01%
2,732
-29
203
$67K 0.01%
611
+50
204
$67K 0.01%
673
-6
205
$67K 0.01%
8,256
-119
206
$67K 0.01%
1,659
207
$66K 0.01%
1,928
208
$64K 0.01%
1,970
209
$63K 0.01%
2,761
-18
210
$63K 0.01%
305
-1
211
$62K 0.01%
10,044
+2,645
212
$60K 0.01%
2,552
-27
213
$60K 0.01%
499
-186
214
$58K 0.01%
2,119
-22
215
$58K 0.01%
474
-5
216
$57K 0.01%
286
+26
217
$57K 0.01%
5,401
218
$56K 0.01%
1,611
-24
219
$56K 0.01%
109
220
$55K 0.01%
100
+41
221
$55K 0.01%
1,647
+34
222
$55K 0.01%
602
223
$53K 0.01%
887
-9
224
$52K 0.01%
1,012
225
$52K 0.01%
695
+300
7 8
9
10 11