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
276
$29K 0.01%
133
-1
277
$29K 0.01%
672
+60
278
$29K 0.01%
468
279
$28K 0.01%
688
+275
280
$28K 0.01%
1,295
281
$28K 0.01%
173
+50
282
$28K 0.01%
825
-127
283
$28K 0.01%
859
+753
284
$27K 0.01%
+303
285
$27K 0.01%
+1,869
286
$27K 0.01%
+98
287
$27K 0.01%
2,556
288
$27K 0.01%
330
-473
289
$27K 0.01%
703
+209
290
$27K 0.01%
+1,273
291
$27K 0.01%
395
-368
292
$27K 0.01%
6,862
+2,096
293
$26K 0.01%
140
+22
294
$26K 0.01%
881
-170
295
$26K 0.01%
380
+5
296
$26K 0.01%
117
+15
297
$26K 0.01%
555
+30
298
$26K 0.01%
2,283
-376
299
$26K 0.01%
+1,692
300
$25K 0.01%
+923
10 11
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