FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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%
45
-1,168
727
$2K ﹤0.01%
5
728
$2K ﹤0.01%
57
729
$2K ﹤0.01%
27
-5
730
$2K ﹤0.01%
5
731
$2K ﹤0.01%
43
-3
732
$2K ﹤0.01%
42
733
$2K ﹤0.01%
87
734
$2K ﹤0.01%
61
735
$2K ﹤0.01%
100
736
$2K ﹤0.01%
27
737
$2K ﹤0.01%
48
738
$2K ﹤0.01%
42
739
$2K ﹤0.01%
70
740
$2K ﹤0.01%
25
741
$2K ﹤0.01%
7
+4
742
$2K ﹤0.01%
20
743
$2K ﹤0.01%
8
744
$2K ﹤0.01%
32
-55
745
$2K ﹤0.01%
10
746
$2K ﹤0.01%
57
747
$2K ﹤0.01%
7
-29
748
$2K ﹤0.01%
149
749
$2K ﹤0.01%
31
750
$2K ﹤0.01%
58
-200
28 29
30
31 32