FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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%
90
-17
477
$10K ﹤0.01%
157
+67
478
$10K ﹤0.01%
135
-7
479
$9K ﹤0.01%
106
+64
480
$9K ﹤0.01%
72
-29
481
$9K ﹤0.01%
39
482
$9K ﹤0.01%
4
-1
483
$9K ﹤0.01%
257
+3
484
$9K ﹤0.01%
128
+73
485
$9K ﹤0.01%
67
486
$9K ﹤0.01%
231
-108
487
$9K ﹤0.01%
43
-17
488
$9K ﹤0.01%
90
489
$9K ﹤0.01%
105
+38
490
$9K ﹤0.01%
253
491
$9K ﹤0.01%
96
-28
492
$9K ﹤0.01%
1,033
-1,571
493
$9K ﹤0.01%
1,000
494
$9K ﹤0.01%
+488
495
$9K ﹤0.01%
170
-465
496
$9K ﹤0.01%
8
+5
497
$9K ﹤0.01%
666
498
$9K ﹤0.01%
30
+6
499
$9K ﹤0.01%
426
+114
500
$9K ﹤0.01%
418
18 19
20
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