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
651
$4K ﹤0.01%
+11
652
$4K ﹤0.01%
18
+5
653
$4K ﹤0.01%
18
+13
654
$4K ﹤0.01%
+100
655
$4K ﹤0.01%
54
656
$4K ﹤0.01%
690
657
$4K ﹤0.01%
32
+11
658
$4K ﹤0.01%
44
659
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96
-45
660
$4K ﹤0.01%
+200
661
$4K ﹤0.01%
28
+14
662
$4K ﹤0.01%
32
-16
663
$4K ﹤0.01%
68
-9
664
$4K ﹤0.01%
42
+6
665
$4K ﹤0.01%
13
+8
666
$4K ﹤0.01%
+447
667
$4K ﹤0.01%
54
668
$4K ﹤0.01%
100
669
$4K ﹤0.01%
199
+99
670
$4K ﹤0.01%
+10
671
$4K ﹤0.01%
232
672
$4K ﹤0.01%
32
673
$4K ﹤0.01%
31
674
$4K ﹤0.01%
96
-18
675
$4K ﹤0.01%
46
+6
25 26
27
28 29