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
851
$1K ﹤0.01%
17
852
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25
853
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29
854
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25
855
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15
-290
856
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25
857
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26
858
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4
859
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248
-1,582
860
$1K ﹤0.01%
8
861
$1K ﹤0.01%
+298
862
$1K ﹤0.01%
15
-20
863
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9
+6
864
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59
-27
865
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5
-4
866
$1K ﹤0.01%
11
867
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+9
868
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9
869
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12
870
$1K ﹤0.01%
3
-12
871
$1K ﹤0.01%
9
872
$1K ﹤0.01%
17
873
$1K ﹤0.01%
11
-109
874
$1K ﹤0.01%
11
875
$1K ﹤0.01%
16
-250
33 34
35
36 37