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
151
$99K 0.02%
2,643
152
$97K 0.02%
+446
153
$96K 0.02%
3,599
-909
154
$94K 0.02%
3,799
+56
155
$94K 0.02%
651
156
$93K 0.02%
685
-341
157
$93K 0.02%
1,395
158
$93K 0.02%
644
159
$90K 0.02%
392
+1
160
$86K 0.02%
300
161
$86K 0.02%
892
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162
$85K 0.02%
2,003
163
$85K 0.02%
306
+1
164
$84K 0.02%
1,149
-183
165
$84K 0.02%
1,233
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166
$83K 0.02%
472
+20
167
$81K 0.02%
858
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168
$81K 0.02%
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169
$81K 0.02%
3,138
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170
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651
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171
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167
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172
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3,370
+1,390
173
$78K 0.02%
400
174
$78K 0.02%
2,677
-240
175
$77K 0.02%
+7,467
5 6
7
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