FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
176
$76K 0.02%
901
+12
177
$75K 0.02%
193
+6
178
$75K 0.02%
1,425
179
$75K 0.02%
1,165
180
$74K 0.02%
2,064
181
$73K 0.02%
355
+123
182
$72K 0.02%
2,564
+2,220
183
$71K 0.02%
1,016
-139
184
$70K 0.02%
3,048
+1,275
185
$70K 0.02%
1,471
-487
186
$70K 0.02%
898
-955
187
$68K 0.02%
1,509
188
$67K 0.02%
1,053
-924
189
$67K 0.02%
235
-104
190
$67K 0.02%
811
-79
191
$66K 0.02%
2,000
192
$66K 0.02%
2,730
+270
193
$65K 0.01%
679
194
$64K 0.01%
551
+8
195
$64K 0.01%
2,031
+562
196
$63K 0.01%
8,375
197
$63K 0.01%
2,779
198
$63K 0.01%
2,761
199
$63K 0.01%
+3,876
200
$61K 0.01%
+486
6 7
8
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