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
$388M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$18.1M
3
+$11.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$64.4M
2
+$19.3M
3
+$11.6M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.31M

Sector Composition

1 Financials 2.75%
2 Technology 2.18%
3 Consumer Discretionary 1.12%
4 Healthcare 1.09%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.01%
277
+40
227
$53K 0.01%
2,500
+2,400
228
$49K 0.01%
1,383
229
$48K 0.01%
+262
230
$48K 0.01%
207
+58
231
$47K 0.01%
1,485
+14
232
$45K 0.01%
199
+151
233
$45K 0.01%
417
234
$44K 0.01%
7,375
+69
235
$42K 0.01%
2,000
-113
236
$42K 0.01%
+1,931
237
$41K 0.01%
449
238
$41K 0.01%
139
+31
239
$41K 0.01%
2,240
+384
240
$40K 0.01%
+3,827
241
$40K 0.01%
549
242
$40K 0.01%
2,556
243
$38K 0.01%
3,576
244
$38K 0.01%
770
245
$37K 0.01%
169
+1
246
$37K 0.01%
139
-63
247
$35K 0.01%
4,800
248
$34K 0.01%
+133
249
$34K 0.01%
1,008
+125
250
$33K 0.01%
910
8 9
10
11 12