FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$59.2M
2
+$18M
3
+$11.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.91M

Top Sells

1
+$63.2M
2
+$18.7M
3
+$11.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.07M

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
376
$12K ﹤0.01%
+208
377
$12K ﹤0.01%
85
+47
378
$12K ﹤0.01%
700
379
$12K ﹤0.01%
138
-23
380
$11K ﹤0.01%
38
+36
381
$11K ﹤0.01%
53
+12
382
$11K ﹤0.01%
334
383
$11K ﹤0.01%
26
+20
384
$11K ﹤0.01%
88
+19
385
$11K ﹤0.01%
56
386
$11K ﹤0.01%
62
+47
387
$11K ﹤0.01%
24
+2
388
$11K ﹤0.01%
344
+30
389
$11K ﹤0.01%
47
390
$11K ﹤0.01%
139
+8
391
$11K ﹤0.01%
58
+40
392
$11K ﹤0.01%
61
+32
393
$11K ﹤0.01%
496
+96
394
$11K ﹤0.01%
31
+4
395
$10K ﹤0.01%
50
+27
396
$10K ﹤0.01%
90
+9
397
$10K ﹤0.01%
+130
398
$10K ﹤0.01%
12
399
$10K ﹤0.01%
+276
400
$10K ﹤0.01%
254
14 15
16
17 18