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
401
$15K ﹤0.01%
6,200
402
$14K ﹤0.01%
+568
403
$14K ﹤0.01%
+94
404
$14K ﹤0.01%
1,074
+25
405
$14K ﹤0.01%
236
+19
406
$14K ﹤0.01%
470
-259,311
407
$14K ﹤0.01%
903
408
$14K ﹤0.01%
215
+21
409
$14K ﹤0.01%
100
410
$14K ﹤0.01%
171
-194
411
$14K ﹤0.01%
199
412
$14K ﹤0.01%
73
+51
413
$14K ﹤0.01%
775
414
$14K ﹤0.01%
478
+6
415
$14K ﹤0.01%
96
-13
416
$14K ﹤0.01%
+1,771
417
$13K ﹤0.01%
47
418
$13K ﹤0.01%
243
419
$13K ﹤0.01%
1,242
+32
420
$13K ﹤0.01%
109
421
$13K ﹤0.01%
500
422
$13K ﹤0.01%
288
-110
423
$13K ﹤0.01%
1,080
-472
424
$13K ﹤0.01%
30
425
$13K ﹤0.01%
3,143
+1,043
15 16
17
18 19