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
876
$1K ﹤0.01%
11
877
$1K ﹤0.01%
8
-125
878
$1K ﹤0.01%
14
879
$1K ﹤0.01%
81
-184
880
$1K ﹤0.01%
32
881
$1K ﹤0.01%
46
882
$1K ﹤0.01%
13
883
$1K ﹤0.01%
500
884
$1K ﹤0.01%
37
885
$1K ﹤0.01%
28
-212
886
$1K ﹤0.01%
5
887
$1K ﹤0.01%
16
888
$1K ﹤0.01%
12
889
– –
-11
890
– –
-1
891
$0 ﹤0.01%
71
892
$0 ﹤0.01%
+150
893
$0 ﹤0.01%
+60
894
$0 ﹤0.01%
+20
895
$0 ﹤0.01%
+1,000
896
– –
-13
897
$0 ﹤0.01%
+6
898
$0 ﹤0.01%
+7
899
– –
-18
900
– –
-685
34 35
36
37 38