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
301
$17K ﹤0.01%
54
-218
302
$17K ﹤0.01%
195
303
$17K ﹤0.01%
134
+1
304
$17K ﹤0.01%
568
305
$17K ﹤0.01%
243
+38
306
$17K ﹤0.01%
+351
307
$16K ﹤0.01%
+381
308
$16K ﹤0.01%
+162
309
$16K ﹤0.01%
185
+40
310
$16K ﹤0.01%
214
311
$16K ﹤0.01%
+339
312
$16K ﹤0.01%
+691
313
$16K ﹤0.01%
373
+18
314
$16K ﹤0.01%
120
-413
315
$16K ﹤0.01%
+350
316
$16K ﹤0.01%
266
317
$15K ﹤0.01%
73
318
$15K ﹤0.01%
1,000
319
$15K ﹤0.01%
257
320
$15K ﹤0.01%
150
321
$15K ﹤0.01%
456
+316
322
$15K ﹤0.01%
+716
323
$15K ﹤0.01%
213
324
$15K ﹤0.01%
52
-20,975
325
$15K ﹤0.01%
29
11 12
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