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
26
$3.8M 0.82%
207,182
-53,214
27
$3.79M 0.82%
136,690
+37,766
28
$3.77M 0.82%
74,979
+250
29
$3.37M 0.73%
28,743
-609
30
$3.24M 0.7%
182,307
+1,647
31
$3.14M 0.68%
+43,869
32
$2.97M 0.64%
+43,063
33
$2.95M 0.64%
+63,811
34
$2.55M 0.55%
90,505
-25,553
35
$2.27M 0.49%
10,931
+6,534
36
$2.07M 0.45%
22,165
-1,472
37
$2.02M 0.44%
24,406
-1,341
38
$1.31M 0.28%
9,618
+523
39
$1.24M 0.27%
+24,398
40
$1.15M 0.25%
+10,950
41
$1.14M 0.25%
+24,069
42
$1.1M 0.24%
3,579
+485
43
$1.07M 0.23%
25,132
+20,181
44
$1.04M 0.23%
10,423
45
$1.02M 0.22%
2,832
+483
46
$953K 0.21%
+8,912
47
$928K 0.2%
5,699
+144
48
$910K 0.2%
5,580
+340
49
$808K 0.18%
2,289
+210
50
$743K 0.16%
6,937
+1,157
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