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
601
$3K ﹤0.01%
162
602
$3K ﹤0.01%
+13
603
$3K ﹤0.01%
25
604
$3K ﹤0.01%
150
605
$3K ﹤0.01%
81
-312
606
$3K ﹤0.01%
+33
607
$3K ﹤0.01%
150
608
$3K ﹤0.01%
100
609
$3K ﹤0.01%
57
610
$3K ﹤0.01%
56
+7
611
$3K ﹤0.01%
34
+16
612
$3K ﹤0.01%
+67
613
$3K ﹤0.01%
45
+3
614
$3K ﹤0.01%
28
+7
615
$3K ﹤0.01%
25
616
$3K ﹤0.01%
40
-3
617
$3K ﹤0.01%
+37
618
$3K ﹤0.01%
+17
619
$3K ﹤0.01%
10
+5
620
$3K ﹤0.01%
8
621
$3K ﹤0.01%
7
622
$3K ﹤0.01%
+63
623
$3K ﹤0.01%
+766
624
$3K ﹤0.01%
129
625
$3K ﹤0.01%
40
-80,408
23 24
25
26 27