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
526
$7K ﹤0.01%
322
-135
527
$7K ﹤0.01%
46
-139
528
$7K ﹤0.01%
243
529
$7K ﹤0.01%
48
-45
530
$7K ﹤0.01%
84
+64
531
$7K ﹤0.01%
42
+16
532
$7K ﹤0.01%
160
+15
533
$7K ﹤0.01%
181
+62
534
$7K ﹤0.01%
137
535
$7K ﹤0.01%
185
536
$7K ﹤0.01%
48
+39
537
$7K ﹤0.01%
67
+13
538
$7K ﹤0.01%
179
539
$7K ﹤0.01%
268
-120
540
$7K ﹤0.01%
32
+1
541
$7K ﹤0.01%
85
-1,162
542
$7K ﹤0.01%
1,353
543
$7K ﹤0.01%
200
-615
544
$7K ﹤0.01%
126
545
$7K ﹤0.01%
100
546
$7K ﹤0.01%
44
547
$7K ﹤0.01%
70
+66
548
$6K ﹤0.01%
+111
549
$6K ﹤0.01%
255
550
$6K ﹤0.01%
49
+4
20 21
22
23 24