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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

Sector Composition

1 Technology 2.53%
2 Financials 2.23%
3 Healthcare 1.06%
4 Consumer Discretionary 1.01%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
496
352
$18K ﹤0.01%
375
353
$18K ﹤0.01%
+200
354
$18K ﹤0.01%
+1,016
355
$17K ﹤0.01%
99
+87
356
$17K ﹤0.01%
+752
357
$17K ﹤0.01%
216
+199
358
$17K ﹤0.01%
185
359
$17K ﹤0.01%
193
360
$17K ﹤0.01%
63
361
$17K ﹤0.01%
302
+38
362
$17K ﹤0.01%
+282
363
$17K ﹤0.01%
257
364
$17K ﹤0.01%
775
+375
365
$17K ﹤0.01%
64
+2
366
$17K ﹤0.01%
224
+10
367
$17K ﹤0.01%
29
368
$17K ﹤0.01%
69
-61
369
$17K ﹤0.01%
+250
370
$16K ﹤0.01%
+80
371
$16K ﹤0.01%
152
372
$16K ﹤0.01%
183
373
$16K ﹤0.01%
54
+2
374
$16K ﹤0.01%
+402
375
$16K ﹤0.01%
276
-34
13 14
15
16 17