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
101
$26K 0.01%
613
102
$25K 0.01%
1,000
103
$25K 0.01%
2,828
104
$24K 0.01%
175
105
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200
106
$21K 0.01%
375
107
$21K 0.01%
460
108
$21K 0.01%
600
109
$21K 0.01%
500
110
$20K 0.01%
197
-21
111
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404
112
$20K 0.01%
675
113
$19K 0.01%
135
114
$19K 0.01%
150
115
$19K 0.01%
496
116
$19K 0.01%
360
-195
117
$19K 0.01%
450
118
$19K 0.01%
300
119
$19K 0.01%
910
120
$19K 0.01%
198
121
$19K 0.01%
474
122
$17K 0.01%
200
123
$17K 0.01%
305
+1
124
$16K 0.01%
200
125
$16K 0.01%
352
3 4
5
6 7