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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.92M
3
+$8.88M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.35M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$25.8M
2
+$16.5M
3
+$8.82M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.33M

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
626
$4K ﹤0.01%
31
627
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56
-1
628
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+10
629
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40
630
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631
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+1
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633
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634
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635
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18
636
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+25
637
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27
-94
638
$4K ﹤0.01%
15
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$3K ﹤0.01%
124
640
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16
641
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5
647
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15
648
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73
649
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25
650
$3K ﹤0.01%
15
24 25
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27 28