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
451
$11K ﹤0.01%
112
452
$11K ﹤0.01%
20
-32
453
$11K ﹤0.01%
1,000
454
$11K ﹤0.01%
141
-215
455
$11K ﹤0.01%
63
+2
456
$11K ﹤0.01%
186
457
$11K ﹤0.01%
75
-8
458
$11K ﹤0.01%
855
-475
459
$11K ﹤0.01%
813
+721
460
$11K ﹤0.01%
1,246
-104
461
$11K ﹤0.01%
500
462
$11K ﹤0.01%
50
463
$10K ﹤0.01%
120
464
$10K ﹤0.01%
159
465
$10K ﹤0.01%
412
466
$10K ﹤0.01%
473
-29
467
$10K ﹤0.01%
36
+19
468
$10K ﹤0.01%
132
469
$10K ﹤0.01%
150
470
$10K ﹤0.01%
87
471
$10K ﹤0.01%
21
472
$10K ﹤0.01%
177
473
$10K ﹤0.01%
1,000
474
$10K ﹤0.01%
234
-14
475
$10K ﹤0.01%
253
+58
17 18
19
20 21