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
$236M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$6.95M
3
+$6.93M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.22M

Top Sells

1
+$19.8M
2
+$15M
3
+$10.5M
4
VT icon
Vanguard Total World Stock ETF
VT
+$8.28M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.4M

Sector Composition

1 Financials 1.73%
2 Technology 0.94%
3 Energy 0.81%
4 Utilities 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.02%
570
-22
102
$41K 0.02%
1,170
103
$40K 0.02%
714
104
$40K 0.02%
1,000
105
$40K 0.02%
400
106
$40K 0.02%
300
-50
107
$39K 0.02%
4,000
108
$39K 0.02%
394
109
$38K 0.02%
+5,000
110
$38K 0.02%
951
111
$38K 0.02%
13,538
112
$37K 0.02%
3,702
+660
113
$35K 0.01%
1,521
114
$35K 0.01%
2,556
115
$33K 0.01%
1,000
116
$30K 0.01%
1,100
117
$29K 0.01%
303
118
$29K 0.01%
+236
119
$29K 0.01%
120
120
$28K 0.01%
946
-750
121
$28K 0.01%
375
122
$26K 0.01%
511
+11
123
$26K 0.01%
350
-55
124
$26K 0.01%
398
+92
125
$25K 0.01%
350
-100
3 4
5
6 7