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
$220M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.3M
3
+$11.8M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$9.07M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$7.33M

Top Sells

1
+$7.13M
2
+$4.38M
3
+$2.85M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.81M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$448K

Sector Composition

1 Energy 3.64%
2 Financials 0.9%
3 Industrials 0.59%
4 Technology 0.55%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
+49
202
$4K ﹤0.01%
56
203
$3K ﹤0.01%
69
204
$3K ﹤0.01%
85
205
$3K ﹤0.01%
122
206
$3K ﹤0.01%
40
207
$3K ﹤0.01%
288
208
$2K ﹤0.01%
240
209
$2K ﹤0.01%
2
210
$2K ﹤0.01%
118
211
$2K ﹤0.01%
64
-21
212
$2K ﹤0.01%
15
213
$2K ﹤0.01%
100
214
$2K ﹤0.01%
149
215
$2K ﹤0.01%
14
216
$2K ﹤0.01%
200
217
$2K ﹤0.01%
50
218
$2K ﹤0.01%
+166
219
$2K ﹤0.01%
73
220
$1K ﹤0.01%
50
221
$1K ﹤0.01%
+87
222
$1K ﹤0.01%
17
223
$1K ﹤0.01%
30
224
$1K ﹤0.01%
205
225
$1K ﹤0.01%
8
7 8
9
10 11