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
626
$5K ﹤0.01%
22
-5
627
$5K ﹤0.01%
+117
628
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25
+2
629
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164
-64
630
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+15
631
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+443
632
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81
+22
633
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48
634
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20
+8
635
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+61
636
$5K ﹤0.01%
+28
637
$5K ﹤0.01%
215
638
$5K ﹤0.01%
115
639
$5K ﹤0.01%
100
640
$5K ﹤0.01%
72
+16
641
$5K ﹤0.01%
32
642
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400
643
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219
+164
644
$5K ﹤0.01%
181
645
$5K ﹤0.01%
80
+30
646
$5K ﹤0.01%
54
+7
647
$5K ﹤0.01%
7
648
$5K ﹤0.01%
12
+6
649
$5K ﹤0.01%
15
650
$5K ﹤0.01%
+11
24 25
26
27 28