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
326
$14K ﹤0.01%
63
327
$14K ﹤0.01%
460
328
$14K ﹤0.01%
+371
329
$14K ﹤0.01%
227
+25
330
$14K ﹤0.01%
+240
331
$14K ﹤0.01%
1,000
332
$14K ﹤0.01%
150
333
$14K ﹤0.01%
1,000
334
$14K ﹤0.01%
+110
335
$14K ﹤0.01%
235
336
$14K ﹤0.01%
375
+15
337
$14K ﹤0.01%
+185
338
$14K ﹤0.01%
+1,583
339
$14K ﹤0.01%
+449
340
$14K ﹤0.01%
209
+92
341
$14K ﹤0.01%
79
-74
342
$14K ﹤0.01%
+866
343
$14K ﹤0.01%
+384
344
$14K ﹤0.01%
+610
345
$14K ﹤0.01%
957
+159
346
$14K ﹤0.01%
+276
347
$13K ﹤0.01%
183
348
$13K ﹤0.01%
1,773
349
$13K ﹤0.01%
122
350
$13K ﹤0.01%
38
-2
12 13
14
15 16