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
276
$33K 0.01%
886
+240
277
$33K 0.01%
700
+515
278
$32K 0.01%
+534
279
$31K 0.01%
41
+5
280
$31K 0.01%
157
+77
281
$31K 0.01%
962
282
$30K 0.01%
+1,760
283
$30K 0.01%
565
-1,180
284
$30K 0.01%
159
285
$30K 0.01%
2,600
286
$30K 0.01%
+1,352
287
$30K 0.01%
600
+588
288
$30K 0.01%
525
-64
289
$29K 0.01%
+182
290
$29K 0.01%
580
+51
291
$28K 0.01%
422
+146
292
$28K 0.01%
+2,364
293
$28K 0.01%
+950
294
$28K 0.01%
549
-2,691
295
$28K 0.01%
486
-1,310
296
$28K 0.01%
214
+203
297
$28K 0.01%
270
-23
298
$28K 0.01%
150
+81
299
$27K 0.01%
1,773
300
$27K 0.01%
225
+110
10 11
12
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