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
276
$23K 0.01%
77
+34
277
$23K 0.01%
159
+51
278
$22K 0.01%
175
+79
279
$20K 0.01%
243
+12
280
$20K 0.01%
23
281
$20K 0.01%
327
+75
282
$20K 0.01%
1,740
283
$20K 0.01%
880
+666
284
$19K ﹤0.01%
+300
285
$19K ﹤0.01%
72
+24
286
$19K ﹤0.01%
+380
287
$19K ﹤0.01%
715
+37
288
$19K ﹤0.01%
632
289
$19K ﹤0.01%
123
290
$19K ﹤0.01%
342
+44
291
$19K ﹤0.01%
85
292
$19K ﹤0.01%
+1,297
293
$19K ﹤0.01%
413
294
$18K ﹤0.01%
26
+13
295
$18K ﹤0.01%
308
+9
296
$18K ﹤0.01%
159
297
$18K ﹤0.01%
202
+16
298
$18K ﹤0.01%
374
299
$18K ﹤0.01%
300
-148
300
$17K ﹤0.01%
88
+43
10 11
12
13 14