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
451
$11K ﹤0.01%
141
-215
452
$11K ﹤0.01%
63
+2
453
$11K ﹤0.01%
186
454
$11K ﹤0.01%
75
-8
455
$11K ﹤0.01%
855
-475
456
$11K ﹤0.01%
813
+721
457
$11K ﹤0.01%
1,246
-104
458
$11K ﹤0.01%
500
459
$11K ﹤0.01%
50
460
$10K ﹤0.01%
120
461
$10K ﹤0.01%
159
462
$10K ﹤0.01%
412
463
$10K ﹤0.01%
473
-29
464
$10K ﹤0.01%
36
+19
465
$10K ﹤0.01%
132
466
$10K ﹤0.01%
150
467
$10K ﹤0.01%
87
468
$10K ﹤0.01%
21
469
$10K ﹤0.01%
177
470
$10K ﹤0.01%
1,000
471
$10K ﹤0.01%
234
-14
472
$10K ﹤0.01%
253
+58
473
$10K ﹤0.01%
426
+6
474
$10K ﹤0.01%
119
-22
475
$10K ﹤0.01%
438
-5,007
17 18
19
20 21