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
351
$13K ﹤0.01%
+208
352
$13K ﹤0.01%
389
-2,213
353
$13K ﹤0.01%
+86
354
$13K ﹤0.01%
+220
355
$13K ﹤0.01%
36
+5
356
$13K ﹤0.01%
150
357
$13K ﹤0.01%
+84
358
$13K ﹤0.01%
466
-1,160
359
$13K ﹤0.01%
670
+40
360
$13K ﹤0.01%
+457
361
$13K ﹤0.01%
247
362
$13K ﹤0.01%
+141
363
$13K ﹤0.01%
500
364
$13K ﹤0.01%
+512
365
$13K ﹤0.01%
+192
366
$12K ﹤0.01%
20
+7
367
$12K ﹤0.01%
131
368
$12K ﹤0.01%
+251
369
$12K ﹤0.01%
+508
370
$12K ﹤0.01%
49
371
$12K ﹤0.01%
193
372
$12K ﹤0.01%
376
+16
373
$12K ﹤0.01%
93
+60
374
$12K ﹤0.01%
+669
375
$12K ﹤0.01%
500
13 14
15
16 17