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
251
$2K ﹤0.01%
149
252
$2K ﹤0.01%
72
253
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14
254
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21
255
$2K ﹤0.01%
110
256
$2K ﹤0.01%
16
257
$2K ﹤0.01%
200
258
$2K ﹤0.01%
27
259
$2K ﹤0.01%
111
+44
260
$2K ﹤0.01%
74
261
$2K ﹤0.01%
66
-16
262
$2K ﹤0.01%
1,000
263
$2K ﹤0.01%
195
264
$2K ﹤0.01%
91
265
$2K ﹤0.01%
+18
266
$2K ﹤0.01%
51
+37
267
$2K ﹤0.01%
400
+304
268
$2K ﹤0.01%
568
269
$1K ﹤0.01%
7
270
$1K ﹤0.01%
33
271
$1K ﹤0.01%
+112
272
$1K ﹤0.01%
54
273
$1K ﹤0.01%
46
+8
274
$1K ﹤0.01%
47
+5
275
$1K ﹤0.01%
200
-5
9 10
11
12 13