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
$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
+$13.3M
3
+$8.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M

Top Sells

1
+$7.93M
2
+$7.72M
3
+$7.05M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.74M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.24M

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
$49K 0.01%
602
227
$47K 0.01%
1,259
228
$46K 0.01%
461
+293
229
$45K 0.01%
218
230
$45K 0.01%
1,453
231
$45K 0.01%
532
232
$44K 0.01%
320
-51,237
233
$44K 0.01%
279
234
$43K 0.01%
1,467
+8
235
$43K 0.01%
146
+2
236
$43K 0.01%
411
237
$43K 0.01%
916
+248
238
$42K 0.01%
304
+22
239
$42K 0.01%
790
240
$42K 0.01%
649
241
$41K 0.01%
495
-1,081
242
$41K 0.01%
1,012
+12
243
$41K 0.01%
7,399
+4,296
244
$40K 0.01%
1,758
245
$40K 0.01%
3,616
-19
246
$40K 0.01%
3,278
247
$40K 0.01%
4,989
+1,583
248
$39K 0.01%
450
-1,362
249
$38K 0.01%
3,109
250
$38K 0.01%
230
+30
8 9
10
11 12