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
251
$37K 0.01%
542
+41
252
$37K 0.01%
1,500
253
$36K 0.01%
238
-6
254
$35K 0.01%
1,075
255
$35K 0.01%
837
-5
256
$35K 0.01%
2,700
257
$35K 0.01%
689
+213
258
$34K 0.01%
637
+609
259
$34K 0.01%
883
+257
260
$34K 0.01%
162
+15
261
$34K 0.01%
+968
262
$33K 0.01%
1,090
-1
263
$33K 0.01%
1,100
+310
264
$33K 0.01%
413
-252
265
$33K 0.01%
746
+445
266
$32K 0.01%
601
+18
267
$32K 0.01%
1,182
+952
268
$31K 0.01%
+1,155
269
$31K 0.01%
624
+304
270
$31K 0.01%
343
+135
271
$31K 0.01%
770
-200
272
$30K 0.01%
125
273
$30K 0.01%
449
274
$30K 0.01%
590
+20
275
$30K 0.01%
400
-600
9 10
11
12 13