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
$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
+$13.3M
3
+$8.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M

Top Sells

1
+$7.93M
2
+$7.72M
3
+$7.05M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.74M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.24M

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%
26
852
$1K ﹤0.01%
4
853
$1K ﹤0.01%
248
-1,582
854
$1K ﹤0.01%
8
855
$1K ﹤0.01%
+298
856
$1K ﹤0.01%
15
-20
857
$1K ﹤0.01%
11
858
$1K ﹤0.01%
40
859
$1K ﹤0.01%
7
860
$1K ﹤0.01%
50
861
$1K ﹤0.01%
5
862
$1K ﹤0.01%
4
863
– –
0
864
$1K ﹤0.01%
6
865
$1K ﹤0.01%
9
+6
866
$1K ﹤0.01%
59
-27
867
$1K ﹤0.01%
5
-4
868
$1K ﹤0.01%
11
869
$1K ﹤0.01%
+9
870
$1K ﹤0.01%
9
871
$1K ﹤0.01%
12
872
$1K ﹤0.01%
3
-12
873
$1K ﹤0.01%
9
874
$1K ﹤0.01%
17
875
$1K ﹤0.01%
11
-109
33 34
35
36 37