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
701
$2K ﹤0.01%
+26
702
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9
+2
703
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+11
704
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705
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706
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100
707
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708
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709
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+149
710
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46
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711
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712
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713
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714
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715
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+49
716
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+68
717
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14
718
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719
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400
720
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+15
721
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12
-12
722
$2K ﹤0.01%
156
-142
723
$2K ﹤0.01%
+8
724
$2K ﹤0.01%
+33
725
$1K ﹤0.01%
5
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