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
851
$1K ﹤0.01%
12
852
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853
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854
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8
855
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38
856
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3
857
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+9
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+5
859
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860
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861
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862
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28
863
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12
-150
864
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+20
865
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9
866
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+1
867
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43
868
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869
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+4
870
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18
871
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8
+4
872
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24
873
$1K ﹤0.01%
+22
874
$1K ﹤0.01%
25
+2
875
$1K ﹤0.01%
37
33 34
35
36 37