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
601
$6K ﹤0.01%
123
+43
602
$6K ﹤0.01%
54
+10
603
$6K ﹤0.01%
118
+39
604
$6K ﹤0.01%
400
-683
605
$6K ﹤0.01%
600
606
$6K ﹤0.01%
62
607
$6K ﹤0.01%
506
608
$6K ﹤0.01%
256
-100
609
$6K ﹤0.01%
154
610
$6K ﹤0.01%
41
-6
611
$6K ﹤0.01%
18
+8
612
$6K ﹤0.01%
63
+20
613
$6K ﹤0.01%
222
614
$5K ﹤0.01%
114
615
$5K ﹤0.01%
24
616
$5K ﹤0.01%
189
+65
617
$5K ﹤0.01%
11
-3
618
$5K ﹤0.01%
76
+6
619
$5K ﹤0.01%
+114
620
$5K ﹤0.01%
83
+65
621
$5K ﹤0.01%
51
+43
622
$5K ﹤0.01%
1,192
623
$5K ﹤0.01%
87
+14
624
$5K ﹤0.01%
36
+21
625
$5K ﹤0.01%
31
-22
23 24
25
26 27