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
$472M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.09M
3
+$9.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.16M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.94M

Top Sells

1
+$26.6M
2
+$16.3M
3
+$9.12M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.54M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.16M

Sector Composition

1 Technology 2.53%
2 Financials 2.23%
3 Healthcare 1.06%
4 Consumer Discretionary 1.01%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.02%
364
+27
177
$98K 0.02%
1,634
+76
178
$97K 0.02%
1,710
+48
179
$96K 0.02%
1,712
180
$95K 0.02%
8,225
181
$93K 0.02%
1,659
-1,614
182
$93K 0.02%
1,014
+410
183
$91K 0.02%
1,237
184
$91K 0.02%
4,144
185
$89K 0.02%
634
+18
186
$89K 0.02%
+1,808
187
$87K 0.02%
1,016
188
$85K 0.02%
547
189
$85K 0.02%
727
-74
190
$85K 0.02%
1,007
+24
191
$84K 0.02%
1,499
192
$84K 0.02%
+265
193
$84K 0.02%
+729
194
$83K 0.02%
2,115
+59
195
$83K 0.02%
1,139
196
$82K 0.02%
811
197
$82K 0.02%
1,467
+41
198
$81K 0.02%
346
199
$81K 0.02%
1,471
200
$81K 0.02%
226
6 7
8
9 10