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
826
$1K ﹤0.01%
+22
827
$1K ﹤0.01%
46
828
$1K ﹤0.01%
3
829
$1K ﹤0.01%
19
+7
830
$1K ﹤0.01%
2
831
$1K ﹤0.01%
26
-1,629
832
$1K ﹤0.01%
119
+79
833
$1K ﹤0.01%
43
834
$1K ﹤0.01%
35
835
$1K ﹤0.01%
7
836
$1K ﹤0.01%
14
-17
837
$1K ﹤0.01%
55
838
$1K ﹤0.01%
5
+1
839
$1K ﹤0.01%
242
840
$1K ﹤0.01%
19
841
$1K ﹤0.01%
20
842
$1K ﹤0.01%
37
843
$1K ﹤0.01%
+5
844
$1K ﹤0.01%
12
845
$1K ﹤0.01%
7
846
$1K ﹤0.01%
12
847
$1K ﹤0.01%
18
848
$1K ﹤0.01%
26
849
$1K ﹤0.01%
10
850
$1K ﹤0.01%
7
32 33
34
35 36