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
526
$7K ﹤0.01%
48
-45
527
$7K ﹤0.01%
84
+64
528
$7K ﹤0.01%
42
+16
529
$7K ﹤0.01%
160
+15
530
$7K ﹤0.01%
181
+62
531
$7K ﹤0.01%
137
532
$7K ﹤0.01%
185
533
$7K ﹤0.01%
48
+39
534
$7K ﹤0.01%
67
+13
535
$7K ﹤0.01%
179
536
$7K ﹤0.01%
268
-120
537
$7K ﹤0.01%
32
+1
538
$7K ﹤0.01%
85
-1,162
539
$7K ﹤0.01%
1,353
540
$7K ﹤0.01%
200
-615
541
$7K ﹤0.01%
126
542
$7K ﹤0.01%
100
543
$7K ﹤0.01%
44
544
$7K ﹤0.01%
70
+66
545
$6K ﹤0.01%
+500
546
$6K ﹤0.01%
41
+8
547
$6K ﹤0.01%
+111
548
$6K ﹤0.01%
255
549
$6K ﹤0.01%
49
+4
550
$6K ﹤0.01%
34
20 21
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