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
576
$4K ﹤0.01%
32
577
$4K ﹤0.01%
24
+8
578
$4K ﹤0.01%
223
579
$4K ﹤0.01%
79
-44
580
$4K ﹤0.01%
+8
581
$4K ﹤0.01%
54
582
$4K ﹤0.01%
59
583
$3K ﹤0.01%
28
584
$3K ﹤0.01%
124
585
$3K ﹤0.01%
+12
586
$3K ﹤0.01%
+5
587
$3K ﹤0.01%
+35
588
$3K ﹤0.01%
21
+9
589
$3K ﹤0.01%
21
-94
590
$3K ﹤0.01%
73
591
$3K ﹤0.01%
25
592
$3K ﹤0.01%
21
+12
593
$3K ﹤0.01%
64
-387
594
$3K ﹤0.01%
62
+20
595
$3K ﹤0.01%
42
+27
596
$3K ﹤0.01%
94
+38
597
$3K ﹤0.01%
80
598
$3K ﹤0.01%
+81
599
$3K ﹤0.01%
87
600
$3K ﹤0.01%
162
22 23
24
25 26