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
476
$10K ﹤0.01%
426
+6
477
$10K ﹤0.01%
119
-22
478
$10K ﹤0.01%
438
-5,007
479
$10K ﹤0.01%
90
-17
480
$10K ﹤0.01%
157
+67
481
$10K ﹤0.01%
135
-7
482
$9K ﹤0.01%
125
483
$9K ﹤0.01%
106
+64
484
$9K ﹤0.01%
72
-29
485
$9K ﹤0.01%
39
486
$9K ﹤0.01%
4
-1
487
$9K ﹤0.01%
257
+3
488
$9K ﹤0.01%
128
+73
489
$9K ﹤0.01%
67
490
$9K ﹤0.01%
231
-108
491
$9K ﹤0.01%
43
-17
492
$9K ﹤0.01%
90
493
$9K ﹤0.01%
105
+38
494
$9K ﹤0.01%
253
495
$9K ﹤0.01%
96
-28
496
$9K ﹤0.01%
1,033
-1,571
497
$9K ﹤0.01%
1,000
498
$9K ﹤0.01%
+488
499
$9K ﹤0.01%
170
-465
500
$9K ﹤0.01%
8
+5
18 19
20
21 22