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
451
$14K ﹤0.01%
65
+50
452
$14K ﹤0.01%
500
453
$14K ﹤0.01%
420
+17
454
$14K ﹤0.01%
+1,121
455
$13K ﹤0.01%
59
+10
456
$13K ﹤0.01%
+132
457
$13K ﹤0.01%
+182
458
$13K ﹤0.01%
401
459
$13K ﹤0.01%
+150
460
$13K ﹤0.01%
57
+15
461
$13K ﹤0.01%
207
-9
462
$13K ﹤0.01%
+665
463
$13K ﹤0.01%
670
+435
464
$13K ﹤0.01%
+417
465
$13K ﹤0.01%
38
+2
466
$13K ﹤0.01%
1,000
467
$13K ﹤0.01%
226
-76
468
$13K ﹤0.01%
162
469
$13K ﹤0.01%
176
470
$13K ﹤0.01%
215
471
$13K ﹤0.01%
102
+45
472
$13K ﹤0.01%
+1,441
473
$12K ﹤0.01%
84
+33
474
$12K ﹤0.01%
430
475
$12K ﹤0.01%
635
17 18
19
20 21