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

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

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
526
$8K ﹤0.01%
53
527
$8K ﹤0.01%
47
+6
528
$8K ﹤0.01%
140
-21
529
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+2
530
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166
531
$8K ﹤0.01%
222
532
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24
533
$7K ﹤0.01%
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534
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204
+74
535
$7K ﹤0.01%
141
536
$7K ﹤0.01%
79
537
$7K ﹤0.01%
228
538
$7K ﹤0.01%
+137
539
$7K ﹤0.01%
122
540
$7K ﹤0.01%
+62
541
$7K ﹤0.01%
+281
542
$7K ﹤0.01%
506
543
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544
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57
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545
$7K ﹤0.01%
39
546
$6K ﹤0.01%
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547
$6K ﹤0.01%
36
548
$6K ﹤0.01%
114
549
$6K ﹤0.01%
51
-17
550
$6K ﹤0.01%
39
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