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

Top Buys

1
+$14.3M
2
+$8.92M
3
+$8.88M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.35M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$25.8M
2
+$16.5M
3
+$8.82M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.33M

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
501
$9K ﹤0.01%
63
+3
502
$9K ﹤0.01%
37
503
$9K ﹤0.01%
146
504
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505
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44
-14
506
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-56
507
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+1
508
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509
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356
-100
510
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448
+224
511
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36
-2
512
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513
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81
-50
514
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178
+47
515
$9K ﹤0.01%
324
+20
516
$8K ﹤0.01%
53
517
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47
+6
518
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124
-19
519
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76
520
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27
+5
521
$8K ﹤0.01%
44
522
$8K ﹤0.01%
198
523
$8K ﹤0.01%
57
+13
524
$8K ﹤0.01%
338
525
$8K ﹤0.01%
600
19 20
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