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
951
– –
-860
952
$0 ﹤0.01%
+11
953
– –
-645
954
– –
-4
955
– –
-78
956
$0 ﹤0.01%
12
957
– –
0
958
$0 ﹤0.01%
+3
959
$0 ﹤0.01%
+7
960
$0 ﹤0.01%
+8
961
$0 ﹤0.01%
3
962
– –
-10
963
– –
-35
964
– –
-8
965
– –
-103
966
$0 ﹤0.01%
+10
967
$0 ﹤0.01%
+2
968
– –
-640
969
$0 ﹤0.01%
28
970
– –
-115
971
$0 ﹤0.01%
3
972
$0 ﹤0.01%
8
973
$0 ﹤0.01%
2
974
– –
0
975
– –
-568
37 38
39
40 41