FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
201
$60K 0.01%
+2,141
202
$60K 0.01%
2,425
203
$59K 0.01%
2,057
+979
204
$58K 0.01%
787
205
$58K 0.01%
+896
206
$58K 0.01%
6,593
+1,917
207
$57K 0.01%
658
+211
208
$57K 0.01%
1,659
209
$57K 0.01%
479
210
$56K 0.01%
313
-550
211
$56K 0.01%
525
212
$55K 0.01%
1,970
213
$54K 0.01%
561
+6
214
$51K 0.01%
1,992
215
$51K 0.01%
2,579
216
$50K 0.01%
1,221
-16
217
$50K 0.01%
109
+16
218
$50K 0.01%
1,000
+500
219
$50K 0.01%
1,613
220
$49K 0.01%
1,635
221
$49K 0.01%
260
-1
222
$49K 0.01%
1,500
+600
223
$49K 0.01%
5,401
224
$49K 0.01%
602
225
$47K 0.01%
1,259
7 8
9
10 11