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
251
$42K 0.01%
348
+155
252
$41K 0.01%
3,500
253
$41K 0.01%
1,345
+1,141
254
$41K 0.01%
3,635
+19
255
$41K 0.01%
663
+497
256
$41K 0.01%
952
+127
257
$41K 0.01%
1,399
+586
258
$40K 0.01%
1,474
259
$39K 0.01%
160
260
$39K 0.01%
547
+23
261
$38K 0.01%
368
+76
262
$37K 0.01%
1,775
+735
263
$37K 0.01%
957
-272,867
264
$37K 0.01%
375
265
$36K 0.01%
48
+36
266
$36K 0.01%
1,091
+1
267
$36K 0.01%
456
+114
268
$36K 0.01%
220
+67
269
$35K 0.01%
1,926
270
$35K 0.01%
73
+1
271
$35K 0.01%
559
+13
272
$35K 0.01%
479
+200
273
$34K 0.01%
1,631
+1,537
274
$34K 0.01%
2,556
275
$33K 0.01%
137
+18
9 10
11
12 13