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
576
$8K ﹤0.01%
+300
577
$8K ﹤0.01%
166
578
$7K ﹤0.01%
66
+51
579
$7K ﹤0.01%
+101
580
$7K ﹤0.01%
56
+17
581
$7K ﹤0.01%
40
+6
582
$7K ﹤0.01%
+150
583
$7K ﹤0.01%
189
+176
584
$7K ﹤0.01%
+306
585
$7K ﹤0.01%
25
+10
586
$7K ﹤0.01%
137
587
$7K ﹤0.01%
59
-1,001
588
$7K ﹤0.01%
1,088
589
$7K ﹤0.01%
197
590
$7K ﹤0.01%
63
+41
591
$7K ﹤0.01%
25
-1
592
$7K ﹤0.01%
130
+6
593
$7K ﹤0.01%
+100
594
$7K ﹤0.01%
30
+4
595
$7K ﹤0.01%
65
596
$6K ﹤0.01%
47
+11
597
$6K ﹤0.01%
88
+19
598
$6K ﹤0.01%
+200
599
$6K ﹤0.01%
60
+5
600
$6K ﹤0.01%
49
22 23
24
25 26