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
$220M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.3M
3
+$11.8M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$9.07M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$7.33M

Top Sells

1
+$7.13M
2
+$4.38M
3
+$2.85M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.81M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$448K

Sector Composition

1 Energy 3.64%
2 Financials 0.9%
3 Industrials 0.59%
4 Technology 0.55%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K 0.03%
3,240
77
$58K 0.03%
2,319
78
$57K 0.03%
489
79
$56K 0.03%
3,000
80
$56K 0.03%
+2,793
81
$52K 0.02%
425
+2
82
$47K 0.02%
376
83
$45K 0.02%
614
84
$45K 0.02%
1,740
85
$43K 0.02%
2,482
+796
86
$42K 0.02%
400
87
$42K 0.02%
1,787
88
$36K 0.02%
1,090
89
$36K 0.02%
372
90
$35K 0.02%
1,422
91
$34K 0.02%
720
-200
92
$29K 0.01%
196
93
$28K 0.01%
632
94
$28K 0.01%
1,200
95
$27K 0.01%
389
96
$27K 0.01%
600
97
$27K 0.01%
240
98
$27K 0.01%
592
99
$27K 0.01%
378
100
$27K 0.01%
+1,000
2 3
4
5 6