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
176
$77K 0.02%
811
177
$76K 0.02%
982
-96
178
$76K 0.02%
901
+12
179
$75K 0.02%
193
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180
$75K 0.02%
1,425
181
$75K 0.02%
1,165
182
$74K 0.02%
2,064
183
$73K 0.02%
355
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184
$72K 0.02%
2,564
+2,220
185
$71K 0.02%
1,016
-139
186
$70K 0.02%
3,048
+1,275
187
$70K 0.02%
1,471
-487
188
$70K 0.02%
898
-955
189
$68K 0.02%
1,509
190
$67K 0.02%
1,053
-924
191
$67K 0.02%
235
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192
$67K 0.02%
811
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193
$66K 0.02%
2,000
194
$66K 0.02%
2,730
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195
$65K 0.01%
679
196
$64K 0.01%
551
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197
$64K 0.01%
2,031
+562
198
$63K 0.01%
8,375
199
$63K 0.01%
2,779
200
$63K 0.01%
2,761
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