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
576
$6K ﹤0.01%
77
577
$6K ﹤0.01%
204
+139
578
$6K ﹤0.01%
81
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579
$6K ﹤0.01%
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580
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317
+187
581
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145
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582
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44
583
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27
+1
584
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3
-4
585
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36
-2
586
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152
-379
587
$5K ﹤0.01%
200
588
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61
589
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16
-13
590
$5K ﹤0.01%
50
-28
591
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20
594
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39
+5
595
$5K ﹤0.01%
42
596
$5K ﹤0.01%
197
597
$5K ﹤0.01%
506
598
$5K ﹤0.01%
12
599
$5K ﹤0.01%
63
600
$5K ﹤0.01%
113
+48
22 23
24
25 26