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
$236M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$6.95M
3
+$6.93M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.22M

Top Sells

1
+$19.8M
2
+$15M
3
+$10.5M
4
VT icon
Vanguard Total World Stock ETF
VT
+$8.28M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.4M

Sector Composition

1 Financials 1.73%
2 Technology 0.94%
3 Energy 0.81%
4 Utilities 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
700
+250
152
$13K 0.01%
+529
153
$13K 0.01%
100
154
$13K 0.01%
1,090
155
$13K 0.01%
1,000
156
$13K 0.01%
1,012
157
$12K 0.01%
200
158
$12K 0.01%
1,000
159
$12K 0.01%
1,880
160
$12K 0.01%
925
161
$12K 0.01%
84
+8
162
$11K ﹤0.01%
191
+100
163
$11K ﹤0.01%
632
164
$11K ﹤0.01%
103
165
$11K ﹤0.01%
+67
166
$10K ﹤0.01%
36
167
$10K ﹤0.01%
2,600
168
$10K ﹤0.01%
50
+45
169
$10K ﹤0.01%
112
170
$10K ﹤0.01%
700
171
$10K ﹤0.01%
675
172
$9K ﹤0.01%
+60
173
$9K ﹤0.01%
450
-500
174
$9K ﹤0.01%
1,000
175
$9K ﹤0.01%
1,740
5 6
7
8 9