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
$437M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

Sector Composition

1 Technology 2.14%
2 Financials 2.08%
3 Energy 1.3%
4 Healthcare 1.27%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.01%
461
+293
227
$45K 0.01%
532
228
$45K 0.01%
218
229
$45K 0.01%
1,453
230
$44K 0.01%
320
-51,237
231
$44K 0.01%
279
232
$43K 0.01%
411
233
$43K 0.01%
1,467
+8
234
$43K 0.01%
146
+2
235
$43K 0.01%
916
+248
236
$42K 0.01%
304
+22
237
$42K 0.01%
790
238
$42K 0.01%
649
239
$41K 0.01%
495
-1,081
240
$41K 0.01%
1,012
+12
241
$41K 0.01%
7,399
+4,296
242
$40K 0.01%
1,758
243
$40K 0.01%
3,616
-19
244
$40K 0.01%
3,278
245
$40K 0.01%
4,989
+1,583
246
$39K 0.01%
450
-1,362
247
$38K 0.01%
3,109
248
$38K 0.01%
230
+30
249
$37K 0.01%
542
+41
250
$37K 0.01%
1,500
8 9
10
11 12