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
926
$1K ﹤0.01%
5
927
$1K ﹤0.01%
10
928
$1K ﹤0.01%
11
929
$1K ﹤0.01%
55
930
$1K ﹤0.01%
5
+1
931
$1K ﹤0.01%
242
932
$1K ﹤0.01%
+12
933
$1K ﹤0.01%
7
934
$1K ﹤0.01%
9
935
$1K ﹤0.01%
9
936
$1K ﹤0.01%
40
+15
937
$1K ﹤0.01%
19
938
$1K ﹤0.01%
20
939
$1K ﹤0.01%
37
940
$1K ﹤0.01%
+5
941
$1K ﹤0.01%
12
942
$1K ﹤0.01%
6
943
$1K ﹤0.01%
5
944
$1K ﹤0.01%
26
945
$1K ﹤0.01%
5
946
$1K ﹤0.01%
7
947
$1K ﹤0.01%
12
948
$1K ﹤0.01%
18
949
$1K ﹤0.01%
26
950
$1K ﹤0.01%
10
36 37
38
39 40