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
301
$25K 0.01%
+3,398
302
$25K 0.01%
97
-12
303
$25K 0.01%
109
+8
304
$25K 0.01%
59
-11
305
$25K 0.01%
+1,073
306
$25K 0.01%
+1,166
307
$25K 0.01%
589
308
$25K 0.01%
+976
309
$25K 0.01%
+1,029
310
$25K 0.01%
408
+175
311
$24K 0.01%
273
+64
312
$24K 0.01%
+1,660
313
$24K 0.01%
+2,775
314
$24K 0.01%
+1,771
315
$24K 0.01%
2,600
316
$24K 0.01%
474
+447
317
$24K 0.01%
50
+5
318
$24K 0.01%
+1,848
319
$24K 0.01%
962
320
$24K 0.01%
+2,697
321
$24K 0.01%
+2,550
322
$24K 0.01%
+1,920
323
$23K 0.01%
429
+288
324
$23K 0.01%
529
325
$23K 0.01%
125
11 12
13
14 15