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
676
$4K ﹤0.01%
1
677
$4K ﹤0.01%
68
678
$4K ﹤0.01%
31
679
$4K ﹤0.01%
82
680
$4K ﹤0.01%
17
681
$4K ﹤0.01%
224
-224
682
$4K ﹤0.01%
28
+1
683
$4K ﹤0.01%
15
684
$4K ﹤0.01%
+879
685
$4K ﹤0.01%
119
686
$4K ﹤0.01%
+108
687
$4K ﹤0.01%
265
-39
688
$4K ﹤0.01%
800
+200
689
$4K ﹤0.01%
93
-13
690
$4K ﹤0.01%
+127
691
$4K ﹤0.01%
+55
692
$3K ﹤0.01%
35
+22
693
$3K ﹤0.01%
20
+7
694
$3K ﹤0.01%
+27
695
$3K ﹤0.01%
16
696
$3K ﹤0.01%
12
697
$3K ﹤0.01%
5
-1
698
$3K ﹤0.01%
35
699
$3K ﹤0.01%
36
700
$3K ﹤0.01%
19
-80
26 27
28
29 30