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
$270M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.5M
3
+$9.32M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.21M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.57M

Top Sells

1
+$18.1M
2
+$9.04M
3
+$5.22M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.66M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$3.6M

Sector Composition

1 Energy 1.78%
2 Financials 1.03%
3 Technology 0.9%
4 Healthcare 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19K 0.01%
+675
152
$19K 0.01%
910
153
$18K 0.01%
132
-66
154
$18K 0.01%
500
155
$18K 0.01%
170
156
$17K 0.01%
191
-25
157
$17K 0.01%
560
158
$17K 0.01%
1,170
159
$16K 0.01%
124
160
$16K 0.01%
375
+200
161
$16K 0.01%
+116
162
$15K 0.01%
460
163
$15K 0.01%
140
164
$15K 0.01%
211
165
$14K 0.01%
+267
166
$14K 0.01%
+890
167
$14K 0.01%
103
+99
168
$14K 0.01%
925
169
$14K 0.01%
450
170
$14K 0.01%
+1,300
171
$14K 0.01%
+200
172
$13K ﹤0.01%
+491
173
$13K ﹤0.01%
+75
174
$13K ﹤0.01%
632
175
$13K ﹤0.01%
100
5 6
7
8 9