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
426
$14K ﹤0.01%
55
427
$14K ﹤0.01%
+517
428
$14K ﹤0.01%
+414
429
$14K ﹤0.01%
85
430
$13K ﹤0.01%
+430
431
$13K ﹤0.01%
122
432
$13K ﹤0.01%
+583
433
$13K ﹤0.01%
98
+12
434
$13K ﹤0.01%
+565
435
$13K ﹤0.01%
+960
436
$13K ﹤0.01%
42
-38
437
$13K ﹤0.01%
+162
438
$13K ﹤0.01%
+219
439
$13K ﹤0.01%
500
440
$13K ﹤0.01%
+250
441
$12K ﹤0.01%
49
442
$12K ﹤0.01%
31
443
$12K ﹤0.01%
+635
444
$12K ﹤0.01%
278
-102
445
$12K ﹤0.01%
94
+52
446
$12K ﹤0.01%
53
447
$12K ﹤0.01%
166
448
$12K ﹤0.01%
+152
449
$12K ﹤0.01%
24
450
$12K ﹤0.01%
376
+32
16 17
18
19 20