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
26
$3.59M 0.82%
+107,151
27
$3.19M 0.73%
31,971
28
$2.85M 0.65%
103,611
-13,634
29
$2.82M 0.65%
67,131
-422
30
$2.62M 0.6%
28,734
+29
31
$2.57M 0.59%
45,441
+30,561
32
$2.55M 0.58%
38,978
-2,241
33
$2.09M 0.48%
23,898
-1,259
34
$2.04M 0.47%
145,725
-3,252
35
$1.88M 0.43%
47,871
+6,936
36
$1.85M 0.42%
85,696
-1,813
37
$1.69M 0.39%
32,519
-9,673
38
$1.17M 0.27%
11,820
+116
39
$1.04M 0.24%
9,935
-1,075
40
$933K 0.21%
18,557
-126
41
$927K 0.21%
20,107
+938
42
$865K 0.2%
10,942
-20,489
43
$850K 0.19%
3,203
+407
44
$720K 0.16%
3,090
-1,393
45
$671K 0.15%
6,964
+192
46
$670K 0.15%
2,072
-4
47
$646K 0.15%
30,000
48
$638K 0.15%
4,437
-1,523
49
$589K 0.13%
3,609
+154
50
$579K 0.13%
2,167
+10
1
2
3 4 5