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
101
$191K 0.04%
3,142
+268
102
$191K 0.04%
5,025
-2,418
103
$190K 0.04%
2,540
+232
104
$182K 0.04%
4,970
+2,320
105
$180K 0.04%
797
-251
106
$180K 0.04%
3,415
-807
107
$177K 0.04%
2,195
-656
108
$174K 0.04%
6,654
+629
109
$171K 0.04%
14,214
+111
110
$170K 0.04%
1,716
+186
111
$170K 0.04%
1,097
-170
112
$170K 0.04%
3,871
+837
113
$169K 0.04%
2,513
+230
114
$161K 0.04%
3,729
+609
115
$160K 0.04%
3,361
+311
116
$158K 0.04%
1,402
-9
117
$157K 0.04%
1,166
+44
118
$155K 0.04%
1,108
+114
119
$152K 0.03%
471
+461
120
$152K 0.03%
5,316
+517
121
$151K 0.03%
3,027
+155
122
$149K 0.03%
1,092
123
$149K 0.03%
2,064
+202
124
$148K 0.03%
4,435
-2,606
125
$147K 0.03%
2,019
3 4
5
6 7