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
601
$5K ﹤0.01%
+56
602
$5K ﹤0.01%
368
603
$5K ﹤0.01%
15
604
$5K ﹤0.01%
304
605
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106
-17
606
$4K ﹤0.01%
690
-1
607
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107
+39
608
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27
609
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120
+59
610
$4K ﹤0.01%
13
611
$4K ﹤0.01%
79
612
$4K ﹤0.01%
100
613
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86
-1,686
614
$4K ﹤0.01%
54
615
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12
616
$4K ﹤0.01%
100
617
$4K ﹤0.01%
59
618
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57
619
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232
-4,386
620
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215
-180
621
$4K ﹤0.01%
31
622
$4K ﹤0.01%
55
-1
623
$4K ﹤0.01%
+10
624
$4K ﹤0.01%
40
625
$4K ﹤0.01%
16
23 24
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26 27