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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.92M
3
+$8.88M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.35M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$25.8M
2
+$16.5M
3
+$8.82M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.33M

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
776
$1K ﹤0.01%
11
777
$1K ﹤0.01%
+12
778
$1K ﹤0.01%
7
779
$1K ﹤0.01%
9
780
$1K ﹤0.01%
9
781
$1K ﹤0.01%
40
+15
782
$1K ﹤0.01%
5
783
$1K ﹤0.01%
7
784
$1K ﹤0.01%
29
785
$1K ﹤0.01%
+50
786
$1K ﹤0.01%
4
787
$1K ﹤0.01%
+8
788
$1K ﹤0.01%
8
+2
789
$1K ﹤0.01%
16
790
$1K ﹤0.01%
5
791
$1K ﹤0.01%
26
-23
792
$1K ﹤0.01%
31
793
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15
+3
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7
795
$1K ﹤0.01%
+9
796
$1K ﹤0.01%
30
797
$1K ﹤0.01%
24
798
$1K ﹤0.01%
40
-3,121
799
$1K ﹤0.01%
44
-493
800
$1K ﹤0.01%
+17
30 31
32
33 34