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
801
$1K ﹤0.01%
+11
802
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+7
803
$1K ﹤0.01%
12
804
$1K ﹤0.01%
+14
805
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14
806
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14
807
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+5
808
$1K ﹤0.01%
32
809
$1K ﹤0.01%
14
810
$1K ﹤0.01%
30
+10
811
$1K ﹤0.01%
72
812
$1K ﹤0.01%
13
813
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85
814
$1K ﹤0.01%
12
+4
815
$1K ﹤0.01%
+5
816
$1K ﹤0.01%
37
817
$1K ﹤0.01%
25
818
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4
819
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12
820
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2
821
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18
-12
822
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+7
823
$1K ﹤0.01%
15
-51
824
$1K ﹤0.01%
+32
825
$1K ﹤0.01%
15
31 32
33
34 35