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
51
$552K 0.13%
4,882
-608
52
$484K 0.11%
4,396
+675
53
$439K 0.1%
4,719
-62
54
$437K 0.1%
2,132
-160
55
$424K 0.1%
5,367
+304
56
$420K 0.1%
5,060
+136
57
$417K 0.1%
2,694
+292
58
$416K 0.1%
13,782
+95
59
$414K 0.09%
9,465
-633
60
$412K 0.09%
3,071
-916
61
$378K 0.09%
2,994
+45
62
$377K 0.09%
1,368
+80
63
$372K 0.09%
3,899
-416
64
$357K 0.08%
3,486
+192
65
$351K 0.08%
2,953
+7
66
$337K 0.08%
873
+71
67
$314K 0.07%
5,600
+99
68
$310K 0.07%
4,317
+2,018
69
$308K 0.07%
519
70
$305K 0.07%
1,885
+119
71
$289K 0.07%
573
+276
72
$286K 0.07%
4,202
-162
73
$282K 0.06%
3,274
-140
74
$279K 0.06%
3,928
-1,463
75
$276K 0.06%
1,857
+155
1 2
3
4 5