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
876
$1K ﹤0.01%
10
877
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38
878
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6
879
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24
+11
880
$1K ﹤0.01%
70
-4,191
881
$1K ﹤0.01%
5
882
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19
883
$1K ﹤0.01%
+42
884
$1K ﹤0.01%
+29
885
$1K ﹤0.01%
+3
886
$1K ﹤0.01%
24
+16
887
$1K ﹤0.01%
48
888
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6
889
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+4
890
$1K ﹤0.01%
20
891
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20
892
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+11
893
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10
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895
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+22
896
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21
897
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14
898
$1K ﹤0.01%
15
-236
899
$1K ﹤0.01%
8
900
$1K ﹤0.01%
2
+1
34 35
36
37 38