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
751
$2K ﹤0.01%
26
-213
752
$2K ﹤0.01%
+41
753
$2K ﹤0.01%
26
754
$2K ﹤0.01%
11
755
$2K ﹤0.01%
+70
756
$2K ﹤0.01%
31
757
$2K ﹤0.01%
45
758
$2K ﹤0.01%
8
759
$2K ﹤0.01%
6
760
$2K ﹤0.01%
38
-25
761
$2K ﹤0.01%
+10
762
$2K ﹤0.01%
86
763
$2K ﹤0.01%
11
764
$2K ﹤0.01%
45
765
$2K ﹤0.01%
11
-16,825
766
$2K ﹤0.01%
+8
767
$2K ﹤0.01%
14
768
$2K ﹤0.01%
+32
769
$2K ﹤0.01%
600
770
$2K ﹤0.01%
15
771
$2K ﹤0.01%
33
772
$1K ﹤0.01%
7
773
$1K ﹤0.01%
14
+5
774
$1K ﹤0.01%
+8
775
$1K ﹤0.01%
100
29 30
31
32 33