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
501
$6K ﹤0.01%
39
-663
502
$6K ﹤0.01%
22
503
$6K ﹤0.01%
+80
504
$5K ﹤0.01%
36
505
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39
-11
506
$5K ﹤0.01%
70
+6
507
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+156
508
$5K ﹤0.01%
57
+10
509
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34
510
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+54
511
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107
+8
512
$5K ﹤0.01%
33
+17
513
$5K ﹤0.01%
+44
514
$5K ﹤0.01%
77
+26
515
$5K ﹤0.01%
22
516
$5K ﹤0.01%
26
+19
517
$5K ﹤0.01%
+39
518
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+45
519
$5K ﹤0.01%
185
520
$5K ﹤0.01%
+60
521
$5K ﹤0.01%
+115
522
$5K ﹤0.01%
90
523
$5K ﹤0.01%
+40
524
$5K ﹤0.01%
118
525
$5K ﹤0.01%
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