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
776
$1K ﹤0.01%
+5
777
$1K ﹤0.01%
18
778
$1K ﹤0.01%
+7
779
$1K ﹤0.01%
+21
780
$1K ﹤0.01%
40
781
$1K ﹤0.01%
+5
782
$1K ﹤0.01%
7
783
$1K ﹤0.01%
29
784
$1K ﹤0.01%
+50
785
$1K ﹤0.01%
4
786
$1K ﹤0.01%
+8
787
$1K ﹤0.01%
8
+2
788
$1K ﹤0.01%
16
789
$1K ﹤0.01%
5
790
$1K ﹤0.01%
26
-23
791
$1K ﹤0.01%
31
792
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15
+3
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7
794
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+9
795
$1K ﹤0.01%
30
796
$1K ﹤0.01%
9
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