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
351
$19K ﹤0.01%
+2,828
352
$19K ﹤0.01%
61
+16
353
$19K ﹤0.01%
832
-567
354
$18K ﹤0.01%
200
-17
355
$18K ﹤0.01%
1,040
-735
356
$18K ﹤0.01%
1,976
+26
357
$18K ﹤0.01%
419
-5
358
$18K ﹤0.01%
96
+7
359
$18K ﹤0.01%
82
+1
360
$18K ﹤0.01%
210
-45
361
$18K ﹤0.01%
1,678
+15
362
$18K ﹤0.01%
381
+5
363
$18K ﹤0.01%
1,740
364
$18K ﹤0.01%
324
365
$18K ﹤0.01%
+143
366
$18K ﹤0.01%
+3,494
367
$17K ﹤0.01%
295
+112
368
$17K ﹤0.01%
66
369
$17K ﹤0.01%
143
+121
370
$17K ﹤0.01%
429
371
$17K ﹤0.01%
226
+67
372
$17K ﹤0.01%
559
-123,138
373
$17K ﹤0.01%
97
-21
374
$17K ﹤0.01%
45
-2
375
$17K ﹤0.01%
1,500
13 14
15
16 17