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
676
$3K ﹤0.01%
+217
677
$3K ﹤0.01%
25
-11
678
$3K ﹤0.01%
36
-43
679
$3K ﹤0.01%
16
-1
680
$3K ﹤0.01%
224
681
$3K ﹤0.01%
108
682
$3K ﹤0.01%
10
683
$3K ﹤0.01%
15
684
$3K ﹤0.01%
32
-11
685
$3K ﹤0.01%
52
+5
686
$3K ﹤0.01%
+28
687
$3K ﹤0.01%
100
688
$3K ﹤0.01%
10
689
$3K ﹤0.01%
30
690
$3K ﹤0.01%
46
+11
691
$3K ﹤0.01%
68
692
$3K ﹤0.01%
228
-461
693
$3K ﹤0.01%
+35
694
$3K ﹤0.01%
23
-19
695
$3K ﹤0.01%
32
696
$3K ﹤0.01%
85
697
$3K ﹤0.01%
32
698
$3K ﹤0.01%
17
699
$2K ﹤0.01%
10
-11
700
$2K ﹤0.01%
22
-47
26 27
28
29 30