FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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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25
-11
678
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36
-43
679
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16
-1
680
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224
681
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108
682
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10
683
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15
684
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32
-11
685
$3K ﹤0.01%
52
+5
686
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+28
687
$3K ﹤0.01%
100
688
$3K ﹤0.01%
10
689
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30
690
$3K ﹤0.01%
46
+11
691
$3K ﹤0.01%
68
692
$3K ﹤0.01%
228
-461
693
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+35
694
$3K ﹤0.01%
23
-19
695
$3K ﹤0.01%
32
696
$2K ﹤0.01%
25
+9
697
$2K ﹤0.01%
7
698
$2K ﹤0.01%
64
699
$2K ﹤0.01%
+315
700
$2K ﹤0.01%
53
26 27
28
29 30