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
$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
+$13.3M
3
+$8.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M

Top Sells

1
+$7.93M
2
+$7.72M
3
+$7.05M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.74M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.24M

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
76
$275K 0.06%
990
+31
77
$274K 0.06%
4,440
+323
78
$273K 0.06%
6,833
+382
79
$262K 0.06%
7,294
+28
80
$261K 0.06%
6,475
+238
81
$260K 0.06%
2,717
-2,363
82
$252K 0.06%
1,344
+22
83
$245K 0.06%
20,150
-6,260
84
$244K 0.06%
5,490
-640
85
$242K 0.06%
15,336
86
$239K 0.05%
2,942
-293
87
$237K 0.05%
1,451
-200
88
$226K 0.05%
3,707
+1,673
89
$220K 0.05%
4,420
+1,170
90
$212K 0.05%
1,580
+1,316
91
$210K 0.05%
10,000
92
$208K 0.05%
785
+342
93
$207K 0.05%
2,660
-101,939
94
$207K 0.05%
1,241
+4
95
$200K 0.05%
1,767
-40
96
$200K 0.05%
1,868
+117
97
$198K 0.05%
1,367
+88
98
$194K 0.04%
2,074
+1,345
99
$193K 0.04%
+1,305
100
$192K 0.04%
4,344
+3,795
2 3
4
5 6