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
476
$12K ﹤0.01%
295
+188
477
$12K ﹤0.01%
+228
478
$12K ﹤0.01%
234
479
$12K ﹤0.01%
1,323
+773
480
$12K ﹤0.01%
192
+7
481
$12K ﹤0.01%
132
482
$12K ﹤0.01%
311
+287
483
$12K ﹤0.01%
150
484
$12K ﹤0.01%
51
+2
485
$12K ﹤0.01%
139
+42
486
$12K ﹤0.01%
27
+17
487
$12K ﹤0.01%
110
+75
488
$12K ﹤0.01%
131
489
$12K ﹤0.01%
159
+36
490
$12K ﹤0.01%
200
-200
491
$12K ﹤0.01%
110
+35
492
$12K ﹤0.01%
+36
493
$12K ﹤0.01%
143
+4
494
$12K ﹤0.01%
116
+4
495
$12K ﹤0.01%
326
+2
496
$12K ﹤0.01%
120
+109
497
$12K ﹤0.01%
29
498
$12K ﹤0.01%
+100
499
$11K ﹤0.01%
64
+10
500
$11K ﹤0.01%
350
+50
18 19
20
21 22