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