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
201
$97K 0.01%
2,466
-182
202
$97K 0.01%
3,737
203
$94K 0.01%
3,768
204
$94K 0.01%
1,462
205
$94K 0.01%
636
+446
206
$94K 0.01%
1,026
+722
207
$93K 0.01%
917
208
$91K 0.01%
1,016
209
$91K 0.01%
711
+199
210
$88K 0.01%
874
+124
211
$86K 0.01%
1,304
212
$85K 0.01%
342
-18
213
$85K 0.01%
2,675
+150
214
$85K 0.01%
933
-212
215
$85K 0.01%
+248
216
$84K 0.01%
687
+45
217
$84K 0.01%
1,483
-9
218
$83K 0.01%
1,099
219
$82K 0.01%
718
-163
220
$82K 0.01%
2,239
+2,131
221
$80K 0.01%
239
222
$79K 0.01%
+3,559
223
$79K 0.01%
532
224
$79K 0.01%
254
-25
225
$78K 0.01%
218
-10
7 8
9
10 11