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
$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
+$13.3M
3
+$8.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M

Top Sells

1
+$7.93M
2
+$7.72M
3
+$7.05M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.74M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.24M

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
$30K 0.01%
97
+8
277
$29K 0.01%
646
-2
278
$29K 0.01%
133
-1
279
$29K 0.01%
672
+60
280
$29K 0.01%
468
281
$28K 0.01%
1,295
282
$28K 0.01%
173
+50
283
$28K 0.01%
825
-127
284
$28K 0.01%
688
+275
285
$28K 0.01%
859
+753
286
$27K 0.01%
+303
287
$27K 0.01%
+1,869
288
$27K 0.01%
+98
289
$27K 0.01%
2,556
290
$27K 0.01%
330
-473
291
$27K 0.01%
703
+209
292
$27K 0.01%
+1,273
293
$27K 0.01%
395
-368
294
$27K 0.01%
6,862
+2,096
295
$26K 0.01%
140
+22
296
$26K 0.01%
881
-170
297
$26K 0.01%
380
+5
298
$26K 0.01%
117
+15
299
$26K 0.01%
555
+30
300
$26K 0.01%
2,283
-376
10 11
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