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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

Sector Composition

1 Technology 2.53%
2 Financials 2.23%
3 Healthcare 1.06%
4 Consumer Discretionary 1.01%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33K 0.01%
529
277
$32K 0.01%
77
278
$32K 0.01%
1,090
279
$32K 0.01%
342
+35
280
$31K 0.01%
748
+722
281
$31K 0.01%
149
282
$31K 0.01%
116
283
$31K 0.01%
524
+6
284
$30K 0.01%
3,616
+40
285
$30K 0.01%
349
-135
286
$30K 0.01%
550
+250
287
$28K 0.01%
2,600
288
$28K 0.01%
73
289
$27K 0.01%
+466
290
$27K 0.01%
352
+243
291
$27K 0.01%
119
+1
292
$27K 0.01%
353
+1
293
$27K 0.01%
+100
294
$26K 0.01%
200
295
$26K 0.01%
306
296
$26K 0.01%
103
+2
297
$26K 0.01%
529
+6
298
$26K 0.01%
1,617
+985
299
$26K 0.01%
684
300
$26K 0.01%
1,500
10 11
12
13 14