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
826
$1K ﹤0.01%
+20
827
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+21
828
$1K ﹤0.01%
6
829
$1K ﹤0.01%
10
830
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8
+1
831
$1K ﹤0.01%
5
832
$1K ﹤0.01%
4
833
$1K ﹤0.01%
5
834
$1K ﹤0.01%
8
835
$1K ﹤0.01%
52
836
$1K ﹤0.01%
+5
837
$1K ﹤0.01%
17
838
$1K ﹤0.01%
20
839
$1K ﹤0.01%
14
840
$1K ﹤0.01%
18
841
$1K ﹤0.01%
17
+5
842
$1K ﹤0.01%
4
843
$1K ﹤0.01%
+7
844
$1K ﹤0.01%
4
845
$1K ﹤0.01%
+8
846
$1K ﹤0.01%
7
-50
847
$1K ﹤0.01%
10
848
$1K ﹤0.01%
12
849
$1K ﹤0.01%
7
850
$1K ﹤0.01%
143
32 33
34
35 36