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
626
$4K ﹤0.01%
11
627
$4K ﹤0.01%
200
-372
628
$4K ﹤0.01%
400
629
$4K ﹤0.01%
82
630
$4K ﹤0.01%
50
-51
631
$4K ﹤0.01%
33
632
$4K ﹤0.01%
181
633
$4K ﹤0.01%
+298
634
$4K ﹤0.01%
7
635
$4K ﹤0.01%
154
636
$4K ﹤0.01%
27
-13
637
$4K ﹤0.01%
102
-205
638
$4K ﹤0.01%
108
639
$4K ﹤0.01%
16
-9
640
$4K ﹤0.01%
250
641
$4K ﹤0.01%
300
642
$4K ﹤0.01%
4
643
$4K ﹤0.01%
1,433
+50
644
$3K ﹤0.01%
85
645
$3K ﹤0.01%
32
646
$3K ﹤0.01%
17
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