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
426
$15K ﹤0.01%
398
+60
427
$15K ﹤0.01%
+359
428
$15K ﹤0.01%
167
+164
429
$15K ﹤0.01%
+1,281
430
$15K ﹤0.01%
+852
431
$15K ﹤0.01%
+320
432
$15K ﹤0.01%
589
433
$15K ﹤0.01%
91
+33
434
$14K ﹤0.01%
106
+12
435
$14K ﹤0.01%
242
436
$14K ﹤0.01%
1,000
437
$14K ﹤0.01%
137
-1
438
$14K ﹤0.01%
840
439
$14K ﹤0.01%
383
+300
440
$14K ﹤0.01%
+184
441
$14K ﹤0.01%
27
+11
442
$14K ﹤0.01%
207
+205
443
$14K ﹤0.01%
179
+165
444
$14K ﹤0.01%
+267
445
$14K ﹤0.01%
572
+372
446
$14K ﹤0.01%
120
-13
447
$14K ﹤0.01%
29
+5
448
$14K ﹤0.01%
373
449
$14K ﹤0.01%
517
450
$14K ﹤0.01%
151
-32
16 17
18
19 20