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
751
$2K ﹤0.01%
26
752
$2K ﹤0.01%
81
+44
753
$2K ﹤0.01%
+100
754
$2K ﹤0.01%
15
755
$2K ﹤0.01%
26
756
$2K ﹤0.01%
+68
757
$2K ﹤0.01%
60
758
$2K ﹤0.01%
70
759
$2K ﹤0.01%
29
-1
760
$2K ﹤0.01%
31
761
$2K ﹤0.01%
144
762
$2K ﹤0.01%
12
763
$2K ﹤0.01%
6
764
$2K ﹤0.01%
+10
765
$2K ﹤0.01%
900
766
$2K ﹤0.01%
15
767
$2K ﹤0.01%
2
768
$2K ﹤0.01%
+670
769
$2K ﹤0.01%
+63
770
$2K ﹤0.01%
14
-61
771
$1K ﹤0.01%
11
772
$1K ﹤0.01%
40
773
$1K ﹤0.01%
7
774
$1K ﹤0.01%
50
775
$1K ﹤0.01%
5
29 30
31
32 33