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
$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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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
826
$1K ﹤0.01%
29
827
$1K ﹤0.01%
3
828
$1K ﹤0.01%
77
+27
829
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7
830
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60
831
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17
832
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84
833
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834
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50
-326
835
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13
836
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13
+3
837
$1K ﹤0.01%
22
838
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14
839
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16
-304
840
$1K ﹤0.01%
43
841
$1K ﹤0.01%
16
842
$1K ﹤0.01%
15
843
$1K ﹤0.01%
32
844
$1K ﹤0.01%
42
845
$1K ﹤0.01%
45
846
$1K ﹤0.01%
10
847
$1K ﹤0.01%
26
848
$1K ﹤0.01%
+3
849
$1K ﹤0.01%
242
850
$1K ﹤0.01%
14
32 33
34
35 36