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
601
$5K ﹤0.01%
26
602
$5K ﹤0.01%
65
-100
603
$5K ﹤0.01%
+300
604
$4K ﹤0.01%
25
-40
605
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+20
606
$4K ﹤0.01%
111
-113
607
$4K ﹤0.01%
+60
608
$4K ﹤0.01%
200
609
$4K ﹤0.01%
22
-13
610
$4K ﹤0.01%
166
-262
611
$4K ﹤0.01%
27
-46
612
$4K ﹤0.01%
42
+3
613
$4K ﹤0.01%
400
614
$4K ﹤0.01%
288
615
$4K ﹤0.01%
179
-88
616
$4K ﹤0.01%
48
+42
617
$4K ﹤0.01%
85
+46
618
$4K ﹤0.01%
61
619
$4K ﹤0.01%
+52
620
$4K ﹤0.01%
92
+70
621
$4K ﹤0.01%
82
+29
622
$4K ﹤0.01%
77
623
$4K ﹤0.01%
1
624
$4K ﹤0.01%
69
+51
625
$4K ﹤0.01%
48
23 24
25
26 27