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
1101
$0 ﹤0.01%
+5
1102
$0 ﹤0.01%
9
1103
– –
-231
1104
$0 ﹤0.01%
1
1105
– –
-4,800
1106
$0 ﹤0.01%
+6
1107
– –
-3
1108
– –
-306
1109
$0 ﹤0.01%
+250
1110
$0 ﹤0.01%
+4
1111
– –
-14
1112
$0 ﹤0.01%
7
1113
– –
-2,000
1114
– –
-398
1115
$0 ﹤0.01%
+3
1116
$0 ﹤0.01%
11
-300
1117
$0 ﹤0.01%
+1
1118
$0 ﹤0.01%
+47
1119
– –
-12
1120
– –
-3
1121
$0 ﹤0.01%
1
1122
$0 ﹤0.01%
+4
1123
$0 ﹤0.01%
+2
1124
$0 ﹤0.01%
8
1125
$0 ﹤0.01%
+5
43 44
45
46 47