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
651
$3K ﹤0.01%
35
-1
652
$3K ﹤0.01%
61
+23
653
$3K ﹤0.01%
45
654
$3K ﹤0.01%
+28
655
$3K ﹤0.01%
18
-15
656
$3K ﹤0.01%
925
657
$3K ﹤0.01%
30
658
$3K ﹤0.01%
115
-34
659
$3K ﹤0.01%
183
+6
660
$3K ﹤0.01%
53
-837
661
$3K ﹤0.01%
73
662
$3K ﹤0.01%
15
-9
663
$3K ﹤0.01%
42
-9
664
$3K ﹤0.01%
94
-52
665
$3K ﹤0.01%
125
666
$3K ﹤0.01%
14
+1
667
$3K ﹤0.01%
+527
668
$3K ﹤0.01%
83
-301
669
$3K ﹤0.01%
150
670
$3K ﹤0.01%
100
671
$3K ﹤0.01%
54
672
$3K ﹤0.01%
12
673
$3K ﹤0.01%
100
674
$3K ﹤0.01%
48
-53
675
$3K ﹤0.01%
+328
25 26
27
28 29