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
351
$21K ﹤0.01%
47
-31,074
352
$21K ﹤0.01%
1,648
+14
353
$21K ﹤0.01%
52
+45
354
$21K ﹤0.01%
+572
355
$20K ﹤0.01%
155
+92
356
$20K ﹤0.01%
1,337
+19
357
$20K ﹤0.01%
289
+32
358
$20K ﹤0.01%
377
359
$20K ﹤0.01%
250
+164
360
$20K ﹤0.01%
+450
361
$19K ﹤0.01%
+212
362
$19K ﹤0.01%
62
+8
363
$19K ﹤0.01%
74
+1
364
$19K ﹤0.01%
76
+39
365
$19K ﹤0.01%
243
-63
366
$19K ﹤0.01%
+457
367
$19K ﹤0.01%
617
+206
368
$19K ﹤0.01%
+477
369
$19K ﹤0.01%
690
+100
370
$19K ﹤0.01%
212
+46
371
$19K ﹤0.01%
302
372
$19K ﹤0.01%
1,740
373
$19K ﹤0.01%
541
374
$19K ﹤0.01%
371
+321
375
$19K ﹤0.01%
195
+190
13 14
15
16 17