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
626
$4K ﹤0.01%
48
627
$4K ﹤0.01%
11
628
$4K ﹤0.01%
200
-372
629
$4K ﹤0.01%
400
630
$4K ﹤0.01%
82
631
$4K ﹤0.01%
50
-51
632
$4K ﹤0.01%
33
633
$4K ﹤0.01%
181
634
$4K ﹤0.01%
27
-13
635
$4K ﹤0.01%
102
-205
636
$4K ﹤0.01%
108
637
$4K ﹤0.01%
16
-9
638
$4K ﹤0.01%
250
639
$4K ﹤0.01%
300
640
$4K ﹤0.01%
1,433
+50
641
$3K ﹤0.01%
85
642
$3K ﹤0.01%
32
643
$3K ﹤0.01%
17
644
$3K ﹤0.01%
67
-21
645
$3K ﹤0.01%
54
-212
646
$3K ﹤0.01%
+217
647
$3K ﹤0.01%
35
648
$3K ﹤0.01%
55
649
$3K ﹤0.01%
+286
650
$3K ﹤0.01%
35
24 25
26
27 28