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
351
$19K ﹤0.01%
832
-567
352
$18K ﹤0.01%
200
-17
353
$18K ﹤0.01%
1,040
-735
354
$18K ﹤0.01%
1,976
+26
355
$18K ﹤0.01%
419
-5
356
$18K ﹤0.01%
96
+7
357
$18K ﹤0.01%
82
+1
358
$18K ﹤0.01%
210
-45
359
$18K ﹤0.01%
1,678
+15
360
$18K ﹤0.01%
381
+5
361
$18K ﹤0.01%
1,740
362
$18K ﹤0.01%
324
363
$18K ﹤0.01%
+143
364
$18K ﹤0.01%
+3,494
365
$17K ﹤0.01%
295
+112
366
$17K ﹤0.01%
66
367
$17K ﹤0.01%
143
+121
368
$17K ﹤0.01%
429
369
$17K ﹤0.01%
226
+67
370
$17K ﹤0.01%
559
-123,138
371
$17K ﹤0.01%
97
-21
372
$17K ﹤0.01%
225
-10
373
$17K ﹤0.01%
1,500
374
$17K ﹤0.01%
2,688
+42
375
$17K ﹤0.01%
377
13 14
15
16 17