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
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%
61
+32
381
$11K ﹤0.01%
496
+96
382
$11K ﹤0.01%
31
+4
383
$11K ﹤0.01%
38
+36
384
$11K ﹤0.01%
53
+12
385
$11K ﹤0.01%
334
386
$11K ﹤0.01%
26
+20
387
$11K ﹤0.01%
88
+19
388
$11K ﹤0.01%
56
389
$11K ﹤0.01%
62
+47
390
$11K ﹤0.01%
24
+2
391
$11K ﹤0.01%
344
+30
392
$11K ﹤0.01%
47
393
$11K ﹤0.01%
139
+8
394
$11K ﹤0.01%
58
+40
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