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
701
$2K ﹤0.01%
13
702
$2K ﹤0.01%
68
703
$2K ﹤0.01%
151
704
$2K ﹤0.01%
62
705
$2K ﹤0.01%
17
706
$2K ﹤0.01%
47
707
$2K ﹤0.01%
80
708
$2K ﹤0.01%
16
709
$2K ﹤0.01%
43
+33
710
$2K ﹤0.01%
112
-200
711
$2K ﹤0.01%
54
712
$2K ﹤0.01%
27
+1
713
$2K ﹤0.01%
8
714
$2K ﹤0.01%
5
715
$2K ﹤0.01%
10
716
$2K ﹤0.01%
8
717
$2K ﹤0.01%
21
718
$2K ﹤0.01%
70
719
$2K ﹤0.01%
+100
720
$2K ﹤0.01%
200
721
$2K ﹤0.01%
31
-194
722
$2K ﹤0.01%
81
-451
723
$2K ﹤0.01%
130
724
$2K ﹤0.01%
+25
725
$2K ﹤0.01%
+61
27 28
29
30 31