FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$6.95M
3
+$6.93M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.22M

Top Sells

1
+$19.8M
2
+$15M
3
+$10.5M
4
VT icon
Vanguard Total World Stock ETF
VT
+$8.28M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.4M

Sector Composition

1 Financials 1.73%
2 Technology 0.94%
3 Energy 0.81%
4 Utilities 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+100
227
$3K ﹤0.01%
258
+12
228
$3K ﹤0.01%
150
229
$3K ﹤0.01%
44
230
$3K ﹤0.01%
106
231
$3K ﹤0.01%
+185
232
$3K ﹤0.01%
99
233
$3K ﹤0.01%
1,400
+1,200
234
$3K ﹤0.01%
300
+100
235
$3K ﹤0.01%
100
236
$3K ﹤0.01%
258
-984
237
$3K ﹤0.01%
88
238
$3K ﹤0.01%
+100
239
$3K ﹤0.01%
49
240
$2K ﹤0.01%
4
241
$2K ﹤0.01%
50
242
$2K ﹤0.01%
17
243
$2K ﹤0.01%
400
244
$2K ﹤0.01%
132
+22
245
$2K ﹤0.01%
85
+11
246
$2K ﹤0.01%
85
247
$2K ﹤0.01%
20
+12
248
$2K ﹤0.01%
317
249
$2K ﹤0.01%
6
250
$2K ﹤0.01%
100
8 9
10
11 12