FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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%
+29
877
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+3
878
$1K ﹤0.01%
24
+16
879
$1K ﹤0.01%
48
880
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6
881
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+4
882
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20
883
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20
884
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+11
885
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10
886
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22
887
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+22
888
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21
889
$1K ﹤0.01%
14
890
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15
-236
891
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8
892
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2
+1
893
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10
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894
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16
895
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47
896
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46
897
$1K ﹤0.01%
7
898
$1K ﹤0.01%
5
+2
899
$1K ﹤0.01%
21
900
$1K ﹤0.01%
13
34 35
36
37 38