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
251
$32K 0.01%
1,090
252
$32K 0.01%
+1,401
253
$32K 0.01%
83
+7
254
$31K 0.01%
63
+3
255
$31K 0.01%
375
256
$31K 0.01%
258
+15
257
$30K 0.01%
5,532
+49
258
$30K 0.01%
2,600
259
$30K 0.01%
546
260
$29K 0.01%
2,828
261
$28K 0.01%
200
262
$28K 0.01%
72
+13
263
$28K 0.01%
107
+16
264
$27K 0.01%
71
+1
265
$26K 0.01%
393
-104
266
$26K 0.01%
529
267
$26K 0.01%
307
+100
268
$26K 0.01%
1,500
269
$26K 0.01%
308
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270
$25K 0.01%
101
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271
$25K 0.01%
66
272
$25K 0.01%
106
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273
$24K 0.01%
99
+8
274
$24K 0.01%
439
-19
275
$24K 0.01%
352
9 10
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