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
151
$9K ﹤0.01%
112
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$9K ﹤0.01%
661
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$9K ﹤0.01%
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700
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375
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125
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$6K ﹤0.01%
226
-3
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$6K ﹤0.01%
109
+31
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$6K ﹤0.01%
30
167
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119
+1
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$6K ﹤0.01%
350
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$6K ﹤0.01%
43
170
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171
$6K ﹤0.01%
460
172
$6K ﹤0.01%
71
173
$6K ﹤0.01%
91
174
$6K ﹤0.01%
108
175
$6K ﹤0.01%
1,000
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7
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