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
1001
– –
-318
1002
– –
-8,725
1003
$0 ﹤0.01%
4
1004
– –
-452
1005
$0 ﹤0.01%
9
1006
– –
-12
1007
– –
-16
1008
– –
-162
1009
$0 ﹤0.01%
21
1010
$0 ﹤0.01%
+1
1011
– –
-15
1012
$0 ﹤0.01%
+10
1013
– –
-1,675
1014
– –
-474
1015
$0 ﹤0.01%
+3
1016
– –
-217
1017
$0 ﹤0.01%
5
1018
– –
-195
1019
$0 ﹤0.01%
10
1020
$0 ﹤0.01%
15
1021
– –
-100
1022
$0 ﹤0.01%
+3
1023
– –
-394
1024
– –
-50
1025
– –
-848
39 40
41
42 43