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
576
$6K ﹤0.01%
26
577
$6K ﹤0.01%
45
578
$5K ﹤0.01%
6
+1
579
$5K ﹤0.01%
2
580
$5K ﹤0.01%
69
581
$5K ﹤0.01%
26
582
$5K ﹤0.01%
44
583
$5K ﹤0.01%
+71
584
$5K ﹤0.01%
1,192
585
$5K ﹤0.01%
53
586
$5K ﹤0.01%
77
587
$5K ﹤0.01%
23
588
$5K ﹤0.01%
15
-4
589
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34
-35
590
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235
+85
591
$5K ﹤0.01%
+303
592
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115
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594
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100
595
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7
596
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200
597
$5K ﹤0.01%
+82
598
$5K ﹤0.01%
12
-3
599
$5K ﹤0.01%
181
600
$5K ﹤0.01%
119
22 23
24
25 26