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
376
$16K ﹤0.01%
240
377
$16K ﹤0.01%
+433
378
$16K ﹤0.01%
840
379
$16K ﹤0.01%
96
380
$16K ﹤0.01%
+257
381
$16K ﹤0.01%
1,740
382
$16K ﹤0.01%
153
383
$16K ﹤0.01%
+589
384
$16K ﹤0.01%
215
+6
385
$16K ﹤0.01%
+566
386
$16K ﹤0.01%
183
+172
387
$16K ﹤0.01%
279
-71
388
$16K ﹤0.01%
941
+13
389
$16K ﹤0.01%
443
-172
390
$16K ﹤0.01%
568
391
$16K ﹤0.01%
173
+3
392
$15K ﹤0.01%
115
+111
393
$15K ﹤0.01%
+319
394
$15K ﹤0.01%
+444
395
$15K ﹤0.01%
401
396
$15K ﹤0.01%
234
+210
397
$15K ﹤0.01%
1,156
398
$15K ﹤0.01%
+962
399
$15K ﹤0.01%
+574
400
$15K ﹤0.01%
1,000
14 15
16
17 18