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
251
$36K 0.01%
238
-6
252
$35K 0.01%
1,075
253
$35K 0.01%
837
-5
254
$35K 0.01%
2,700
255
$35K 0.01%
689
+213
256
$34K 0.01%
637
+609
257
$34K 0.01%
883
+257
258
$34K 0.01%
162
+15
259
$34K 0.01%
+968
260
$33K 0.01%
1,090
-1
261
$33K 0.01%
1,100
+310
262
$33K 0.01%
413
-252
263
$33K 0.01%
746
+445
264
$32K 0.01%
601
+18
265
$32K 0.01%
1,182
+952
266
$31K 0.01%
770
-200
267
$31K 0.01%
+1,155
268
$31K 0.01%
624
+304
269
$31K 0.01%
343
+135
270
$30K 0.01%
400
-600
271
$30K 0.01%
97
+8
272
$30K 0.01%
125
273
$30K 0.01%
449
274
$30K 0.01%
590
+20
275
$29K 0.01%
646
-2
9 10
11
12 13