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
601
$4K ﹤0.01%
+298
602
$4K ﹤0.01%
7
603
$4K ﹤0.01%
154
604
$4K ﹤0.01%
4
605
$4K ﹤0.01%
25
-40
606
$4K ﹤0.01%
+20
607
$4K ﹤0.01%
111
-113
608
$4K ﹤0.01%
+60
609
$4K ﹤0.01%
200
610
$4K ﹤0.01%
22
-13
611
$4K ﹤0.01%
166
-262
612
$4K ﹤0.01%
27
-46
613
$4K ﹤0.01%
42
+3
614
$4K ﹤0.01%
400
615
$4K ﹤0.01%
288
616
$4K ﹤0.01%
179
-88
617
$4K ﹤0.01%
48
+42
618
$4K ﹤0.01%
85
+46
619
$4K ﹤0.01%
61
620
$4K ﹤0.01%
+52
621
$4K ﹤0.01%
92
+70
622
$4K ﹤0.01%
82
+29
623
$4K ﹤0.01%
77
624
$4K ﹤0.01%
1
625
$4K ﹤0.01%
69
+51
23 24
25
26 27