FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$12M
3
+$9.07M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$8.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.34M

Top Sells

1
+$8.82M
2
+$8.81M
3
+$7.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.58M

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
$97K 0.02%
+446
152
$96K 0.02%
3,599
-909
153
$94K 0.02%
3,799
+56
154
$94K 0.02%
651
155
$93K 0.02%
685
-341
156
$93K 0.02%
1,395
157
$93K 0.02%
644
158
$90K 0.02%
392
+1
159
$86K 0.02%
300
160
$86K 0.02%
892
-228
161
$85K 0.02%
2,003
162
$85K 0.02%
306
+1
163
$84K 0.02%
1,149
-183
164
$84K 0.02%
1,233
-3
165
$83K 0.02%
472
+20
166
$81K 0.02%
858
+389
167
$81K 0.02%
1,928
168
$81K 0.02%
3,138
-62
169
$79K 0.02%
651
+5
170
$79K 0.02%
167
+5
171
$79K 0.02%
3,370
+1,390
172
$78K 0.02%
400
173
$78K 0.02%
2,677
-240
174
$77K 0.02%
811
175
$76K 0.02%
982
-96
5 6
7
8 9