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
701
$2K ﹤0.01%
18
702
$2K ﹤0.01%
54
703
$2K ﹤0.01%
307
+184
704
$2K ﹤0.01%
5
705
$2K ﹤0.01%
18
+5
706
$2K ﹤0.01%
71
-85
707
$2K ﹤0.01%
45
-1,168
708
$2K ﹤0.01%
5
709
$2K ﹤0.01%
57
710
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27
-5
711
$2K ﹤0.01%
5
712
$2K ﹤0.01%
43
-3
713
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42
714
$2K ﹤0.01%
19
-3
715
$2K ﹤0.01%
27
716
$2K ﹤0.01%
48
717
$2K ﹤0.01%
42
718
$2K ﹤0.01%
70
719
$2K ﹤0.01%
25
720
$2K ﹤0.01%
7
+4
721
$2K ﹤0.01%
20
722
$2K ﹤0.01%
8
723
$2K ﹤0.01%
32
-55
724
$2K ﹤0.01%
10
725
$2K ﹤0.01%
57
27 28
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30 31