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
426
$13K ﹤0.01%
306
+275
427
$13K ﹤0.01%
112
-96
428
$13K ﹤0.01%
52
429
$13K ﹤0.01%
37
-14
430
$13K ﹤0.01%
183
+8
431
$13K ﹤0.01%
100
-143
432
$13K ﹤0.01%
146
+2
433
$12K ﹤0.01%
95
+20
434
$12K ﹤0.01%
774
435
$12K ﹤0.01%
319
+14
436
$12K ﹤0.01%
173
+31
437
$12K ﹤0.01%
208
+54
438
$12K ﹤0.01%
80
+52
439
$12K ﹤0.01%
192
-110
440
$12K ﹤0.01%
162
441
$12K ﹤0.01%
534
-144,356
442
$12K ﹤0.01%
500
443
$12K ﹤0.01%
145
-189
444
$12K ﹤0.01%
110
-3
445
$12K ﹤0.01%
44
+15
446
$12K ﹤0.01%
485
447
$11K ﹤0.01%
338
+284
448
$11K ﹤0.01%
68
+10
449
$11K ﹤0.01%
97
+25
450
$11K ﹤0.01%
101
+46
16 17
18
19 20