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
801
$1K ﹤0.01%
42
+14
802
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42
+2
803
$1K ﹤0.01%
18
804
$1K ﹤0.01%
6
805
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37
806
$1K ﹤0.01%
12
807
$1K ﹤0.01%
+33
808
$1K ﹤0.01%
200
809
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100
810
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24
811
$1K ﹤0.01%
6
812
$1K ﹤0.01%
8
+5
813
$1K ﹤0.01%
+20
814
$1K ﹤0.01%
21
815
$1K ﹤0.01%
14
816
$1K ﹤0.01%
8
-35
817
$1K ﹤0.01%
10
818
$1K ﹤0.01%
29
819
$1K ﹤0.01%
3
820
$1K ﹤0.01%
72
821
$1K ﹤0.01%
77
+27
822
$1K ﹤0.01%
7
823
$1K ﹤0.01%
60
824
$1K ﹤0.01%
17
825
$1K ﹤0.01%
84
31 32
33
34 35