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
326
$24K 0.01%
352
327
$24K 0.01%
98
+35
328
$24K 0.01%
1,160
+160
329
$24K 0.01%
100
330
$24K 0.01%
+406
331
$23K 0.01%
209
+9
332
$23K 0.01%
101
-198
333
$23K 0.01%
107
+74
334
$23K 0.01%
429
335
$23K 0.01%
363
+36
336
$23K 0.01%
+139
337
$22K ﹤0.01%
203
+3
338
$22K ﹤0.01%
774
+26
339
$22K ﹤0.01%
763
+51
340
$22K ﹤0.01%
488
+303
341
$22K ﹤0.01%
4,800
342
$22K ﹤0.01%
87
+14
343
$22K ﹤0.01%
1,500
344
$22K ﹤0.01%
480
+105
345
$22K ﹤0.01%
2,646
+37
346
$22K ﹤0.01%
324
+294
347
$22K ﹤0.01%
136
+51
348
$21K ﹤0.01%
128
+67
349
$21K ﹤0.01%
101
+7
350
$21K ﹤0.01%
500
12 13
14
15 16