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
$461M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.3M
3
+$8.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.36M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.63M

Top Sells

1
+$13.9M
2
+$10.5M
3
+$10.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.07M
5
IYW icon
iShares US Technology ETF
IYW
+$4.7M

Sector Composition

1 Technology 2.71%
2 Financials 2.41%
3 Healthcare 1.32%
4 Energy 1.2%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.01%
261
227
$58K 0.01%
533
228
$57K 0.01%
648
+204
229
$56K 0.01%
3,109
+609
230
$55K 0.01%
+740
231
$55K 0.01%
970
+200
232
$53K 0.01%
547
233
$52K 0.01%
482
+401
234
$52K 0.01%
1,245
235
$51K 0.01%
1,258
+558
236
$49K 0.01%
1,075
+13
237
$49K 0.01%
+2,000
238
$48K 0.01%
2,004
-2,347
239
$48K 0.01%
4,897
+42
240
$48K 0.01%
491
241
$47K 0.01%
155
+4
242
$47K 0.01%
189
+2
243
$47K 0.01%
927
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244
$46K 0.01%
614
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245
$46K 0.01%
93
+15
246
$44K 0.01%
130
+53
247
$44K 0.01%
1,500
248
$44K 0.01%
156
+18
249
$43K 0.01%
505
+81
250
$42K 0.01%
268
8 9
10
11 12