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
276
$1K ﹤0.01%
132
277
$1K ﹤0.01%
500
278
$1K ﹤0.01%
23
279
$1K ﹤0.01%
+50
280
$1K ﹤0.01%
+12
281
$1K ﹤0.01%
8
282
$1K ﹤0.01%
57
283
$1K ﹤0.01%
16
284
$1K ﹤0.01%
42
285
$1K ﹤0.01%
96
286
$1K ﹤0.01%
27
287
$1K ﹤0.01%
40
288
$1K ﹤0.01%
+54
289
$1K ﹤0.01%
124
290
$1K ﹤0.01%
+8
291
$1K ﹤0.01%
+20
292
$1K ﹤0.01%
25
293
$1K ﹤0.01%
172
294
$1K ﹤0.01%
+11
295
$1K ﹤0.01%
50
296
$1K ﹤0.01%
232
-1,500
297
$1K ﹤0.01%
100
298
$1K ﹤0.01%
+19
299
$1K ﹤0.01%
98
300
– –
-252
10 11
12
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