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
126
$145K 0.03%
633
+28
127
$145K 0.03%
3,590
+141
128
$144K 0.03%
3,243
129
$141K 0.03%
3,589
130
$139K 0.03%
12,385
+389
131
$137K 0.03%
671
-196
132
$133K 0.03%
262
-8
133
$131K 0.03%
1,166
+76
134
$129K 0.03%
8,377
-1,578
135
$127K 0.03%
790
+608
136
$123K 0.03%
1,518
+296
137
$123K 0.03%
633
+2
138
$120K 0.03%
523
+427
139
$119K 0.03%
797
+11
140
$116K 0.03%
3,676
+352
141
$114K 0.03%
24,398
142
$113K 0.03%
+15,195
143
$112K 0.03%
204
+47
144
$104K 0.02%
9,475
145
$104K 0.02%
1,514
146
$103K 0.02%
369
147
$103K 0.02%
2,177
-10
148
$102K 0.02%
379
-24
149
$100K 0.02%
1,407
+132
150
$99K 0.02%
4,144
-167
4 5
6
7 8