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
901
$1K ﹤0.01%
+9
902
$1K ﹤0.01%
+5
903
$1K ﹤0.01%
34
904
$1K ﹤0.01%
24
905
$1K ﹤0.01%
28
906
$1K ﹤0.01%
12
-150
907
$1K ﹤0.01%
+20
908
$1K ﹤0.01%
9
909
$1K ﹤0.01%
+1
910
$1K ﹤0.01%
43
911
$1K ﹤0.01%
+50
912
$1K ﹤0.01%
25
+2
913
$1K ﹤0.01%
10
914
$1K ﹤0.01%
38
915
$1K ﹤0.01%
6
916
$1K ﹤0.01%
24
+11
917
$1K ﹤0.01%
70
-4,191
918
$1K ﹤0.01%
5
919
$1K ﹤0.01%
19
920
$1K ﹤0.01%
+42
921
$1K ﹤0.01%
+29
922
$1K ﹤0.01%
+3
923
$1K ﹤0.01%
24
+16
924
$1K ﹤0.01%
48
925
$1K ﹤0.01%
6
35 36
37
38 39