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

Top Buys

1
+$14.3M
2
+$8.92M
3
+$8.88M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.35M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$25.8M
2
+$16.5M
3
+$8.82M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.33M

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
576
$6K ﹤0.01%
26
577
$6K ﹤0.01%
45
578
$5K ﹤0.01%
35
579
$5K ﹤0.01%
200
580
$5K ﹤0.01%
+82
581
$5K ﹤0.01%
12
-3
582
$5K ﹤0.01%
181
583
$5K ﹤0.01%
6
+1
584
$5K ﹤0.01%
50
585
$5K ﹤0.01%
69
586
$5K ﹤0.01%
26
587
$5K ﹤0.01%
44
588
$5K ﹤0.01%
+71
589
$5K ﹤0.01%
1,192
590
$5K ﹤0.01%
53
591
$5K ﹤0.01%
77
592
$5K ﹤0.01%
23
593
$5K ﹤0.01%
15
-4
594
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34
-35
595
$5K ﹤0.01%
235
+85
596
$5K ﹤0.01%
+303
597
$5K ﹤0.01%
115
598
$5K ﹤0.01%
114
599
$5K ﹤0.01%
100
600
$5K ﹤0.01%
119
22 23
24
25 26