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
526
$5K ﹤0.01%
200
527
$5K ﹤0.01%
+18
528
$5K ﹤0.01%
17
+8
529
$5K ﹤0.01%
+198
530
$5K ﹤0.01%
+124
531
$5K ﹤0.01%
+15
532
$5K ﹤0.01%
30
+4
533
$5K ﹤0.01%
90
-209,305
534
$5K ﹤0.01%
63
535
$5K ﹤0.01%
107
-104
536
$5K ﹤0.01%
+100
537
$5K ﹤0.01%
+24
538
$5K ﹤0.01%
+45
539
$4K ﹤0.01%
79
-44
540
$4K ﹤0.01%
+8
541
$4K ﹤0.01%
54
542
$4K ﹤0.01%
59
543
$4K ﹤0.01%
+16
544
$4K ﹤0.01%
+691
545
$4K ﹤0.01%
454
+151
546
$4K ﹤0.01%
2
547
$4K ﹤0.01%
130
-178
548
$4K ﹤0.01%
69
549
$4K ﹤0.01%
+42
550
$4K ﹤0.01%
26
20 21
22
23 24