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
301
$26K 0.01%
+1,692
302
$25K 0.01%
589
303
$25K 0.01%
97
-12
304
$25K 0.01%
109
+8
305
$25K 0.01%
59
-11
306
$25K 0.01%
+923
307
$25K 0.01%
+1,073
308
$25K 0.01%
+1,166
309
$25K 0.01%
+3,398
310
$25K 0.01%
+976
311
$25K 0.01%
+686
312
$25K 0.01%
408
+175
313
$24K 0.01%
273
+64
314
$24K 0.01%
+1,660
315
$24K 0.01%
+2,775
316
$24K 0.01%
+1,771
317
$24K 0.01%
2,600
318
$24K 0.01%
474
+447
319
$24K 0.01%
50
+5
320
$24K 0.01%
+1,848
321
$24K 0.01%
962
322
$24K 0.01%
+2,697
323
$24K 0.01%
+2,550
324
$24K 0.01%
+1,920
325
$23K 0.01%
529
11 12
13
14 15