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
326
$23K 0.01%
628
+416
327
$23K 0.01%
+2,659
328
$22K 0.01%
126
+3
329
$22K 0.01%
+876
330
$22K 0.01%
+4,229
331
$22K 0.01%
557
+528
332
$21K ﹤0.01%
266
+8
333
$21K ﹤0.01%
3,500
334
$21K ﹤0.01%
62
+19
335
$21K ﹤0.01%
+394
336
$21K ﹤0.01%
2,828
337
$21K ﹤0.01%
+3,966
338
$21K ﹤0.01%
349
339
$21K ﹤0.01%
31
+17
340
$21K ﹤0.01%
352
341
$21K ﹤0.01%
+2,449
342
$20K ﹤0.01%
665
343
$20K ﹤0.01%
101
+7
344
$20K ﹤0.01%
+704
345
$19K ﹤0.01%
82
+3
346
$19K ﹤0.01%
+5,146
347
$19K ﹤0.01%
589
-205
348
$19K ﹤0.01%
589
+46
349
$19K ﹤0.01%
+2,828
350
$19K ﹤0.01%
61
+16
12 13
14
15 16