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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

Sector Composition

1 Technology 2.53%
2 Financials 2.23%
3 Healthcare 1.06%
4 Consumer Discretionary 1.01%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
300
477
$10K ﹤0.01%
71
-50
478
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42
479
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12
480
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96
481
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150
482
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143
-11,101
483
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120
484
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16
485
$10K ﹤0.01%
138
486
$10K ﹤0.01%
+1,088
487
$10K ﹤0.01%
+1,400
488
$10K ﹤0.01%
106
+64
489
$10K ﹤0.01%
425
490
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403
491
$10K ﹤0.01%
225
-61
492
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65
493
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15
494
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26
+1
495
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23
496
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54
-20
497
$9K ﹤0.01%
14
498
$9K ﹤0.01%
90
-112
499
$9K ﹤0.01%
67
500
$9K ﹤0.01%
276
18 19
20
21 22