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
451
$7K ﹤0.01%
24
452
$7K ﹤0.01%
178
+20
453
$7K ﹤0.01%
568
+18
454
$7K ﹤0.01%
76
+16
455
$7K ﹤0.01%
242
+36
456
$7K ﹤0.01%
590
-128
457
$7K ﹤0.01%
44
+3
458
$7K ﹤0.01%
+400
459
$7K ﹤0.01%
60
-14
460
$7K ﹤0.01%
+59
461
$7K ﹤0.01%
+18
462
$7K ﹤0.01%
+100
463
$7K ﹤0.01%
133
464
$7K ﹤0.01%
+89
465
$7K ﹤0.01%
13
+8
466
$7K ﹤0.01%
25
+4
467
$7K ﹤0.01%
21
468
$7K ﹤0.01%
50
+20
469
$7K ﹤0.01%
+80
470
$7K ﹤0.01%
48
+29
471
$7K ﹤0.01%
154
472
$7K ﹤0.01%
185
+25
473
$7K ﹤0.01%
70
+50
474
$6K ﹤0.01%
37
+24
475
$6K ﹤0.01%
4
17 18
19
20 21