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
301
$27K 0.01%
125
+22
302
$27K 0.01%
65
+23
303
$27K 0.01%
81
+8
304
$27K 0.01%
747
+63
305
$27K 0.01%
+1,638
306
$26K 0.01%
+318
307
$26K 0.01%
+321
308
$26K 0.01%
171
+127
309
$26K 0.01%
349
310
$26K 0.01%
233
+80
311
$26K 0.01%
+305
312
$26K 0.01%
356
+3
313
$25K 0.01%
12
314
$25K 0.01%
391
+374
315
$25K 0.01%
419
316
$25K 0.01%
543
+466
317
$25K 0.01%
529
318
$25K 0.01%
+500
319
$25K 0.01%
100
320
$25K 0.01%
111
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321
$25K 0.01%
376
322
$25K 0.01%
321
+97
323
$25K 0.01%
114
+14
324
$25K 0.01%
522
+344
325
$25K 0.01%
806
11 12
13
14 15