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
501
$9K ﹤0.01%
355
502
$9K ﹤0.01%
87
503
$9K ﹤0.01%
305
-259
504
$9K ﹤0.01%
125
505
$9K ﹤0.01%
431
+246
506
$8K ﹤0.01%
425
507
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166
508
$8K ﹤0.01%
90
-27
509
$8K ﹤0.01%
144
510
$8K ﹤0.01%
358
-904
511
$8K ﹤0.01%
250
512
$8K ﹤0.01%
45
-15
513
$8K ﹤0.01%
37
+16
514
$8K ﹤0.01%
317
-161
515
$8K ﹤0.01%
632
516
$8K ﹤0.01%
188
-2,264
517
$8K ﹤0.01%
135
518
$8K ﹤0.01%
152
-165
519
$8K ﹤0.01%
1,046
520
$8K ﹤0.01%
300
+100
521
$8K ﹤0.01%
28
-10
522
$8K ﹤0.01%
36
523
$7K ﹤0.01%
322
-135
524
$7K ﹤0.01%
46
-139
525
$7K ﹤0.01%
243
19 20
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