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
526
$10K ﹤0.01%
44
527
$10K ﹤0.01%
364
+83
528
$10K ﹤0.01%
666
529
$10K ﹤0.01%
333
-17
530
$10K ﹤0.01%
14
+1
531
$10K ﹤0.01%
344
-32
532
$10K ﹤0.01%
1,568
+168
533
$10K ﹤0.01%
+130
534
$10K ﹤0.01%
+126
535
$10K ﹤0.01%
620
+252
536
$10K ﹤0.01%
39
+37
537
$10K ﹤0.01%
41
+2
538
$10K ﹤0.01%
1,383
539
$10K ﹤0.01%
124
+74
540
$9K ﹤0.01%
98
+45
541
$9K ﹤0.01%
59
+32
542
$9K ﹤0.01%
78
-20
543
$9K ﹤0.01%
43
+6
544
$9K ﹤0.01%
77
-10
545
$9K ﹤0.01%
+645
546
$9K ﹤0.01%
68
+4
547
$9K ﹤0.01%
+568
548
$9K ﹤0.01%
39
-16
549
$9K ﹤0.01%
104
+5
550
$9K ﹤0.01%
+150
20 21
22
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