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
401
$10K ﹤0.01%
350
402
$10K ﹤0.01%
+351
403
$10K ﹤0.01%
73
+1
404
$10K ﹤0.01%
191
+50
405
$10K ﹤0.01%
112
-10
406
$10K ﹤0.01%
425
407
$10K ﹤0.01%
237
+200
408
$9K ﹤0.01%
14
+6
409
$9K ﹤0.01%
68
+29
410
$9K ﹤0.01%
109
-20
411
$9K ﹤0.01%
300
+150
412
$9K ﹤0.01%
56
+7
413
$9K ﹤0.01%
96
414
$9K ﹤0.01%
150
415
$9K ﹤0.01%
632
416
$9K ﹤0.01%
231
+34
417
$9K ﹤0.01%
65
+21
418
$9K ﹤0.01%
16
419
$9K ﹤0.01%
141
420
$9K ﹤0.01%
44
+37
421
$9K ﹤0.01%
104
-125
422
$9K ﹤0.01%
384
423
$9K ﹤0.01%
152
+22
424
$9K ﹤0.01%
357
+24
425
$9K ﹤0.01%
+267
15 16
17
18 19