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
926
$1K ﹤0.01%
19
927
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20
928
$1K ﹤0.01%
37
929
$1K ﹤0.01%
+5
930
$1K ﹤0.01%
12
931
$1K ﹤0.01%
7
932
$1K ﹤0.01%
12
933
$1K ﹤0.01%
18
934
$1K ﹤0.01%
26
935
$1K ﹤0.01%
10
936
$1K ﹤0.01%
7
937
$1K ﹤0.01%
14
+5
938
$1K ﹤0.01%
+8
939
$1K ﹤0.01%
10
940
$1K ﹤0.01%
+5
941
$1K ﹤0.01%
18
942
$1K ﹤0.01%
+7
943
$1K ﹤0.01%
+21
944
$1K ﹤0.01%
40
945
$1K ﹤0.01%
+5
946
$1K ﹤0.01%
7
947
$1K ﹤0.01%
+50
948
$1K ﹤0.01%
26
-23
949
$1K ﹤0.01%
31
950
$1K ﹤0.01%
15
+3
36 37
38
39 40