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
$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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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%
81
-184
877
$1K ﹤0.01%
32
878
$1K ﹤0.01%
46
879
$1K ﹤0.01%
13
880
$1K ﹤0.01%
500
881
$1K ﹤0.01%
37
882
$1K ﹤0.01%
28
-212
883
$1K ﹤0.01%
5
884
$1K ﹤0.01%
16
885
$1K ﹤0.01%
12
886
$0 ﹤0.01%
+5
887
$0 ﹤0.01%
7
888
$0 ﹤0.01%
+2
889
– –
-60
890
$0 ﹤0.01%
+20
891
$0 ﹤0.01%
+60
892
$0 ﹤0.01%
+20
893
$0 ﹤0.01%
+1,000
894
$0 ﹤0.01%
+6
895
$0 ﹤0.01%
+7
896
– –
-18
897
$0 ﹤0.01%
+6
898
– –
-3
899
– –
-306
900
$0 ﹤0.01%
+250
34 35
36
37 38