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
126
$15K 0.01%
280
127
$15K 0.01%
275
128
$13K 0.01%
150
129
$13K 0.01%
925
130
$13K 0.01%
800
131
$13K 0.01%
1,251
132
$13K 0.01%
568
133
$13K 0.01%
157
134
$12K 0.01%
100
-70
135
$12K 0.01%
100
-150
136
$12K 0.01%
830
137
$12K 0.01%
500
138
$12K 0.01%
75
139
$12K 0.01%
100
140
$11K 0.01%
1,000
141
$11K 0.01%
632
142
$11K 0.01%
200
143
$11K 0.01%
166
144
$10K ﹤0.01%
150
145
$10K ﹤0.01%
262
146
$10K ﹤0.01%
815
-272
147
$10K ﹤0.01%
784
148
$10K ﹤0.01%
+100
149
$9K ﹤0.01%
175
150
$9K ﹤0.01%
+200
4 5
6
7 8