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
$270M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.5M
3
+$9.32M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.21M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.57M

Top Sells

1
+$18.1M
2
+$9.04M
3
+$5.22M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.66M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$3.6M

Sector Composition

1 Energy 1.78%
2 Financials 1.03%
3 Technology 0.9%
4 Healthcare 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
66
+4
277
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14
278
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21
279
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75
280
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+81
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96
282
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67
+32
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$2K ﹤0.01%
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195
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$2K ﹤0.01%
80
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25
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$2K ﹤0.01%
166
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$2K ﹤0.01%
71
292
$1K ﹤0.01%
7
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42
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+8
297
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205
298
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45
299
$1K ﹤0.01%
23
300
$1K ﹤0.01%
8
10 11
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13 14