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
401
$14K ﹤0.01%
+94
402
$14K ﹤0.01%
1,074
+25
403
$14K ﹤0.01%
236
+19
404
$14K ﹤0.01%
470
-259,311
405
$14K ﹤0.01%
903
406
$14K ﹤0.01%
215
+21
407
$14K ﹤0.01%
100
408
$14K ﹤0.01%
171
-194
409
$14K ﹤0.01%
199
410
$14K ﹤0.01%
73
+51
411
$14K ﹤0.01%
775
412
$14K ﹤0.01%
478
+6
413
$14K ﹤0.01%
96
-13
414
$13K ﹤0.01%
243
415
$13K ﹤0.01%
1,242
+32
416
$13K ﹤0.01%
109
417
$13K ﹤0.01%
500
418
$13K ﹤0.01%
288
-110
419
$13K ﹤0.01%
1,080
-472
420
$13K ﹤0.01%
30
421
$13K ﹤0.01%
3,143
+1,043
422
$13K ﹤0.01%
306
+275
423
$13K ﹤0.01%
112
-96
424
$13K ﹤0.01%
52
425
$13K ﹤0.01%
37
-14
15 16
17
18 19