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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.92M
3
+$8.88M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.35M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$25.8M
2
+$16.5M
3
+$8.82M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.33M

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%
8
+1
877
$1K ﹤0.01%
5
878
$1K ﹤0.01%
4
879
$1K ﹤0.01%
5
880
$1K ﹤0.01%
+7
881
$1K ﹤0.01%
8
882
$1K ﹤0.01%
52
883
$1K ﹤0.01%
+5
884
$1K ﹤0.01%
17
885
$1K ﹤0.01%
20
886
$1K ﹤0.01%
14
887
$1K ﹤0.01%
18
888
$1K ﹤0.01%
17
+5
889
$1K ﹤0.01%
4
890
$1K ﹤0.01%
+7
891
$1K ﹤0.01%
4
892
$1K ﹤0.01%
+8
893
$1K ﹤0.01%
7
-50
894
$1K ﹤0.01%
10
895
$1K ﹤0.01%
12
896
$1K ﹤0.01%
7
897
$1K ﹤0.01%
143
898
$1K ﹤0.01%
8
899
$1K ﹤0.01%
38
900
$1K ﹤0.01%
3
34 35
36
37 38