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
326
$23K 0.01%
125
327
$23K 0.01%
429
+288
328
$23K 0.01%
628
+416
329
$23K 0.01%
+2,659
330
$22K 0.01%
+876
331
$22K 0.01%
+4,229
332
$22K 0.01%
557
+528
333
$22K 0.01%
126
+3
334
$21K ﹤0.01%
266
+8
335
$21K ﹤0.01%
3,500
336
$21K ﹤0.01%
62
+19
337
$21K ﹤0.01%
+394
338
$21K ﹤0.01%
2,828
339
$21K ﹤0.01%
+3,966
340
$21K ﹤0.01%
349
341
$21K ﹤0.01%
31
+17
342
$21K ﹤0.01%
352
343
$21K ﹤0.01%
+2,449
344
$20K ﹤0.01%
665
345
$20K ﹤0.01%
101
+7
346
$20K ﹤0.01%
+704
347
$19K ﹤0.01%
82
+3
348
$19K ﹤0.01%
+5,146
349
$19K ﹤0.01%
589
-205
350
$19K ﹤0.01%
589
+46
12 13
14
15 16