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

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

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
651
$3K ﹤0.01%
71
-2
652
$3K ﹤0.01%
14
+1
653
$3K ﹤0.01%
5
654
$3K ﹤0.01%
36
655
$3K ﹤0.01%
66
+1
656
$3K ﹤0.01%
77
+13
657
$3K ﹤0.01%
28
658
$3K ﹤0.01%
62
659
$3K ﹤0.01%
42
660
$3K ﹤0.01%
80
661
$3K ﹤0.01%
62
662
$3K ﹤0.01%
92
+52
663
$3K ﹤0.01%
87
664
$3K ﹤0.01%
132
-30
665
$3K ﹤0.01%
26
+1
666
$3K ﹤0.01%
83
-1,025
667
$3K ﹤0.01%
+20
668
$3K ﹤0.01%
+100
669
$3K ﹤0.01%
12
670
$3K ﹤0.01%
72
671
$3K ﹤0.01%
115
+65
672
$3K ﹤0.01%
14
+6
673
$3K ﹤0.01%
20
674
$3K ﹤0.01%
7
675
$3K ﹤0.01%
8
+3
25 26
27
28 29