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
51
$447K 0.12%
3,968
+222
52
$446K 0.11%
22,280
+1,200
53
$411K 0.11%
3,721
54
$403K 0.1%
1,314
-117
55
$388K 0.1%
2,619
+55
56
$368K 0.09%
8,935
+672
57
$368K 0.09%
1,605
-114
58
$363K 0.09%
1,889
-3
59
$350K 0.09%
3,541
-111
60
$349K 0.09%
654
-6
61
$348K 0.09%
8,875
+196
62
$348K 0.09%
10,191
+191
63
$339K 0.09%
2,509
+159
64
$305K 0.08%
958
+138
65
$295K 0.08%
6,190
-98
66
$290K 0.07%
2,067
+629
67
$287K 0.07%
13,536
-55
68
$264K 0.07%
17,231
69
$259K 0.07%
4,631
+251
70
$253K 0.07%
3,032
+212
71
$253K 0.07%
4,674
+44
72
$248K 0.06%
4,092
-491
73
$247K 0.06%
1,737
+690
74
$245K 0.06%
2,676
+267
75
$236K 0.06%
3,035
-2
1 2
3
4 5