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
726
$2K ﹤0.01%
5
727
$2K ﹤0.01%
57
728
$2K ﹤0.01%
27
-5
729
$2K ﹤0.01%
5
730
$2K ﹤0.01%
43
-3
731
$2K ﹤0.01%
42
732
$2K ﹤0.01%
19
-3
733
$2K ﹤0.01%
48
734
$2K ﹤0.01%
42
735
$2K ﹤0.01%
70
736
$2K ﹤0.01%
25
737
$2K ﹤0.01%
7
+4
738
$2K ﹤0.01%
20
739
$2K ﹤0.01%
8
740
$2K ﹤0.01%
32
-55
741
$2K ﹤0.01%
10
742
$2K ﹤0.01%
57
743
$2K ﹤0.01%
200
744
$2K ﹤0.01%
24
745
$2K ﹤0.01%
18
-34
746
$2K ﹤0.01%
17
747
$2K ﹤0.01%
7
-155
748
$2K ﹤0.01%
100
749
$2K ﹤0.01%
9
750
$2K ﹤0.01%
16
+9
28 29
30
31 32