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
376
$17K ﹤0.01%
2,688
+42
377
$17K ﹤0.01%
377
378
$17K ﹤0.01%
165
+160
379
$17K ﹤0.01%
97
380
$17K ﹤0.01%
59
381
$16K ﹤0.01%
352
382
$16K ﹤0.01%
129
+90
383
$16K ﹤0.01%
434
+28
384
$16K ﹤0.01%
141
385
$16K ﹤0.01%
150
+19
386
$16K ﹤0.01%
632
-115
387
$16K ﹤0.01%
89
+5
388
$16K ﹤0.01%
1,374
+19
389
$16K ﹤0.01%
159
-14
390
$16K ﹤0.01%
200
391
$16K ﹤0.01%
+736
392
$16K ﹤0.01%
568
393
$15K ﹤0.01%
69
-52
394
$15K ﹤0.01%
277
-236
395
$15K ﹤0.01%
421
+29
396
$15K ﹤0.01%
115
-56
397
$15K ﹤0.01%
62
398
$15K ﹤0.01%
244
-50
399
$15K ﹤0.01%
339
+2
400
$15K ﹤0.01%
100
14 15
16
17 18