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
376
$17K ﹤0.01%
165
+160
377
$17K ﹤0.01%
97
378
$17K ﹤0.01%
59
379
$16K ﹤0.01%
141
380
$16K ﹤0.01%
150
+19
381
$16K ﹤0.01%
632
-115
382
$16K ﹤0.01%
89
+5
383
$16K ﹤0.01%
1,374
+19
384
$16K ﹤0.01%
159
-14
385
$16K ﹤0.01%
352
386
$16K ﹤0.01%
129
+90
387
$16K ﹤0.01%
434
+28
388
$16K ﹤0.01%
200
389
$16K ﹤0.01%
+736
390
$16K ﹤0.01%
568
391
$15K ﹤0.01%
69
-52
392
$15K ﹤0.01%
277
-236
393
$15K ﹤0.01%
421
+29
394
$15K ﹤0.01%
115
-56
395
$15K ﹤0.01%
62
396
$15K ﹤0.01%
244
-50
397
$15K ﹤0.01%
301
+1
398
$15K ﹤0.01%
100
399
$15K ﹤0.01%
6,200
400
$14K ﹤0.01%
+568
14 15
16
17 18