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
751
$2K ﹤0.01%
12
752
$2K ﹤0.01%
6
753
$2K ﹤0.01%
+10
754
$2K ﹤0.01%
900
755
$2K ﹤0.01%
15
756
$2K ﹤0.01%
2
757
$2K ﹤0.01%
+670
758
$2K ﹤0.01%
+63
759
$2K ﹤0.01%
14
-61
760
$2K ﹤0.01%
47
-128
761
$2K ﹤0.01%
62
+6
762
$2K ﹤0.01%
18
-18
763
$2K ﹤0.01%
5
764
$2K ﹤0.01%
96
+6
765
$2K ﹤0.01%
87
766
$2K ﹤0.01%
61
767
$2K ﹤0.01%
100
768
$2K ﹤0.01%
7
-29
769
$2K ﹤0.01%
149
770
$2K ﹤0.01%
31
771
$2K ﹤0.01%
+315
772
$2K ﹤0.01%
53
773
$2K ﹤0.01%
39
774
$1K ﹤0.01%
108
775
$1K ﹤0.01%
15
29 30
31
32 33