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%
+41
752
$2K ﹤0.01%
26
753
$2K ﹤0.01%
11
754
$2K ﹤0.01%
+70
755
$2K ﹤0.01%
31
756
$2K ﹤0.01%
45
757
$2K ﹤0.01%
8
758
$2K ﹤0.01%
6
759
$2K ﹤0.01%
38
-25
760
$2K ﹤0.01%
+10
761
$2K ﹤0.01%
86
762
$2K ﹤0.01%
11
763
$2K ﹤0.01%
45
764
$2K ﹤0.01%
11
-16,825
765
$2K ﹤0.01%
+16
766
$2K ﹤0.01%
14
767
$2K ﹤0.01%
+32
768
$2K ﹤0.01%
600
769
$2K ﹤0.01%
15
770
$2K ﹤0.01%
33
771
$2K ﹤0.01%
4
772
$1K ﹤0.01%
14
+5
773
$1K ﹤0.01%
+8
774
$1K ﹤0.01%
10
775
$1K ﹤0.01%
+5
29 30
31
32 33