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
501
$9K ﹤0.01%
30
+6
502
$9K ﹤0.01%
426
+114
503
$9K ﹤0.01%
418
504
$9K ﹤0.01%
355
505
$9K ﹤0.01%
87
506
$9K ﹤0.01%
305
-259
507
$9K ﹤0.01%
125
508
$9K ﹤0.01%
431
+246
509
$8K ﹤0.01%
90
-27
510
$8K ﹤0.01%
144
511
$8K ﹤0.01%
358
-904
512
$8K ﹤0.01%
250
513
$8K ﹤0.01%
45
-15
514
$8K ﹤0.01%
37
+16
515
$8K ﹤0.01%
317
-161
516
$8K ﹤0.01%
632
517
$8K ﹤0.01%
188
-2,264
518
$8K ﹤0.01%
135
519
$8K ﹤0.01%
152
-165
520
$8K ﹤0.01%
1,046
521
$8K ﹤0.01%
300
+100
522
$8K ﹤0.01%
28
-10
523
$8K ﹤0.01%
36
524
$8K ﹤0.01%
425
525
$8K ﹤0.01%
166
19 20
21
22 23