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%
42
677
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66
-21
678
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54
-212
679
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+217
680
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25
-11
681
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36
-43
682
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16
-1
683
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224
684
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108
685
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10
686
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15
687
$3K ﹤0.01%
32
-11
688
$3K ﹤0.01%
52
+5
689
$3K ﹤0.01%
+28
690
$3K ﹤0.01%
100
691
$3K ﹤0.01%
10
692
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30
693
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46
+11
694
$3K ﹤0.01%
68
695
$3K ﹤0.01%
228
-461
696
$3K ﹤0.01%
+35
697
$3K ﹤0.01%
23
-19
698
$3K ﹤0.01%
32
699
$2K ﹤0.01%
47
-128
700
$2K ﹤0.01%
62
+6
26 27
28
29 30