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
376
$19K ﹤0.01%
85
377
$18K ﹤0.01%
+430
378
$18K ﹤0.01%
433
379
$18K ﹤0.01%
+207
380
$18K ﹤0.01%
66
+12
381
$18K ﹤0.01%
903
+20
382
$18K ﹤0.01%
+481
383
$18K ﹤0.01%
200
384
$18K ﹤0.01%
775
385
$18K ﹤0.01%
79
+2
386
$17K ﹤0.01%
496
387
$17K ﹤0.01%
140
+18
388
$17K ﹤0.01%
1,026
+13
389
$17K ﹤0.01%
1,182
+17
390
$17K ﹤0.01%
361
+275
391
$17K ﹤0.01%
299
+45
392
$17K ﹤0.01%
101
+36
393
$17K ﹤0.01%
212
+66
394
$17K ﹤0.01%
60
+18
395
$17K ﹤0.01%
412
+315
396
$17K ﹤0.01%
307
-243
397
$17K ﹤0.01%
500
398
$17K ﹤0.01%
64
399
$17K ﹤0.01%
87
400
$17K ﹤0.01%
1,033
+17
14 15
16
17 18