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
401
$17K ﹤0.01%
94
+41
402
$17K ﹤0.01%
485
403
$17K ﹤0.01%
568
404
$16K ﹤0.01%
152
405
$16K ﹤0.01%
+150
406
$16K ﹤0.01%
319
407
$16K ﹤0.01%
377
+7
408
$16K ﹤0.01%
270
+129
409
$16K ﹤0.01%
195
410
$16K ﹤0.01%
+936
411
$16K ﹤0.01%
+179
412
$16K ﹤0.01%
90
-23
413
$16K ﹤0.01%
827
+678
414
$16K ﹤0.01%
287
+239
415
$16K ﹤0.01%
+416
416
$16K ﹤0.01%
250
417
$16K ﹤0.01%
183
+10
418
$15K ﹤0.01%
194
+11
419
$15K ﹤0.01%
359
+351
420
$15K ﹤0.01%
264
+64
421
$15K ﹤0.01%
+163
422
$15K ﹤0.01%
752
423
$15K ﹤0.01%
574
424
$15K ﹤0.01%
79
425
$15K ﹤0.01%
109
+13
15 16
17
18 19