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
$236M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$6.95M
3
+$6.93M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.22M

Top Sells

1
+$19.8M
2
+$15M
3
+$10.5M
4
VT icon
Vanguard Total World Stock ETF
VT
+$8.28M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.4M

Sector Composition

1 Financials 1.73%
2 Technology 0.94%
3 Energy 0.81%
4 Utilities 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.46%
16,932
-524
27
$899K 0.38%
9,080
28
$746K 0.32%
+14,143
29
$519K 0.22%
25,317
-507
30
$435K 0.18%
8,034
31
$405K 0.17%
1,573
+125
32
$404K 0.17%
2,640
-654
33
$358K 0.15%
3,221
-500
34
$326K 0.14%
2,069
+6
35
$301K 0.13%
3,721
36
$262K 0.11%
1,431
+111
37
$255K 0.11%
2,120
38
$246K 0.1%
3,073
39
$242K 0.1%
2,480
+840
40
$239K 0.1%
6,190
41
$235K 0.1%
2,714
+114
42
$223K 0.09%
18,261
+5,005
43
$221K 0.09%
2,455
-50
44
$219K 0.09%
3,000
45
$208K 0.09%
1,500
46
$193K 0.08%
6,223
-64
47
$191K 0.08%
14,171
-2,496
48
$160K 0.07%
17,558
49
$159K 0.07%
2,169
-137
50
$155K 0.07%
7,034
+72
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