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
726
$2K ﹤0.01%
10
727
$2K ﹤0.01%
8
728
$2K ﹤0.01%
100
+39
729
$2K ﹤0.01%
39
730
$2K ﹤0.01%
16
731
$2K ﹤0.01%
+9
732
$2K ﹤0.01%
29
733
$2K ﹤0.01%
5
+1
734
$2K ﹤0.01%
94
735
$2K ﹤0.01%
13
736
$2K ﹤0.01%
79
737
$2K ﹤0.01%
8
738
$2K ﹤0.01%
22
739
$2K ﹤0.01%
14
740
$2K ﹤0.01%
53
741
$2K ﹤0.01%
68
742
$2K ﹤0.01%
67
743
$2K ﹤0.01%
42
-3
744
$2K ﹤0.01%
+53
745
$2K ﹤0.01%
22
746
$2K ﹤0.01%
26
747
$2K ﹤0.01%
17
748
$2K ﹤0.01%
+15
749
$2K ﹤0.01%
+33
750
$2K ﹤0.01%
26
-213
28 29
30
31 32