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
576
$6K ﹤0.01%
247
577
$5K ﹤0.01%
+300
578
$5K ﹤0.01%
44
579
$5K ﹤0.01%
27
+1
580
$5K ﹤0.01%
75
-100
581
$5K ﹤0.01%
36
-2
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152
-379
583
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584
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61
585
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16
-13
586
$5K ﹤0.01%
50
-28
587
$5K ﹤0.01%
91
+21
588
$5K ﹤0.01%
44
589
$5K ﹤0.01%
317
+187
590
$5K ﹤0.01%
145
-216
591
$5K ﹤0.01%
20
592
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39
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593
$5K ﹤0.01%
42
594
$5K ﹤0.01%
197
595
$5K ﹤0.01%
506
596
$5K ﹤0.01%
12
597
$5K ﹤0.01%
63
598
$5K ﹤0.01%
113
+48
599
$5K ﹤0.01%
26
600
$5K ﹤0.01%
130
-200
22 23
24
25 26