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

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

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%
10
+3
902
$1K ﹤0.01%
16
903
$1K ﹤0.01%
47
904
$1K ﹤0.01%
46
905
$1K ﹤0.01%
7
906
$1K ﹤0.01%
5
+2
907
$1K ﹤0.01%
60
+14
908
$1K ﹤0.01%
3
909
$1K ﹤0.01%
21
910
$1K ﹤0.01%
13
911
$1K ﹤0.01%
46
912
$1K ﹤0.01%
3
913
$1K ﹤0.01%
19
+7
914
$1K ﹤0.01%
2
915
$1K ﹤0.01%
26
-1,629
916
$1K ﹤0.01%
119
+79
917
$1K ﹤0.01%
43
918
$1K ﹤0.01%
35
919
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7
920
$1K ﹤0.01%
14
-17
921
$1K ﹤0.01%
14
-10
922
$1K ﹤0.01%
8
923
$1K ﹤0.01%
10
924
$1K ﹤0.01%
4
925
$1K ﹤0.01%
+4
35 36
37
38 39