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
201
$63K 0.01%
+3,876
202
$61K 0.01%
+486
203
$60K 0.01%
+2,141
204
$60K 0.01%
2,425
205
$59K 0.01%
2,057
+979
206
$58K 0.01%
787
207
$58K 0.01%
+896
208
$58K 0.01%
6,593
+1,917
209
$57K 0.01%
1,659
210
$57K 0.01%
479
211
$57K 0.01%
658
+211
212
$56K 0.01%
313
-550
213
$56K 0.01%
525
214
$55K 0.01%
1,970
215
$54K 0.01%
561
+6
216
$51K 0.01%
1,992
217
$51K 0.01%
2,579
218
$50K 0.01%
1,221
-16
219
$50K 0.01%
109
+16
220
$50K 0.01%
1,000
+500
221
$50K 0.01%
1,613
222
$49K 0.01%
1,635
223
$49K 0.01%
260
-1
224
$49K 0.01%
1,500
+600
225
$49K 0.01%
5,401
7 8
9
10 11