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
401
$15K ﹤0.01%
138
-2
402
$15K ﹤0.01%
+308
403
$15K ﹤0.01%
150
404
$15K ﹤0.01%
376
-416
405
$15K ﹤0.01%
1,000
406
$15K ﹤0.01%
166
+109
407
$15K ﹤0.01%
269
-70
408
$15K ﹤0.01%
195
409
$15K ﹤0.01%
176
410
$15K ﹤0.01%
+918
411
$14K ﹤0.01%
+541
412
$14K ﹤0.01%
373
413
$14K ﹤0.01%
+537
414
$14K ﹤0.01%
+1,040
415
$14K ﹤0.01%
+1,012
416
$14K ﹤0.01%
411
-227
417
$14K ﹤0.01%
42
418
$14K ﹤0.01%
79
-22
419
$14K ﹤0.01%
132
-132
420
$14K ﹤0.01%
1,000
421
$14K ﹤0.01%
49
422
$14K ﹤0.01%
+185
423
$14K ﹤0.01%
+966
424
$14K ﹤0.01%
36
425
$14K ﹤0.01%
+131
15 16
17
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