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
51
$730K 0.16%
30,000
52
$728K 0.16%
4,494
+224
53
$718K 0.16%
26,310
+3,130
54
$619K 0.13%
11,108
+1,436
55
$592K 0.13%
3,539
+509
56
$577K 0.13%
2,311
+192
57
$530K 0.11%
12,863
+3,130
58
$501K 0.11%
3,600
+1,120
59
$499K 0.11%
4,465
+482
60
$496K 0.11%
9,582
+618
61
$485K 0.11%
1,695
+60
62
$470K 0.1%
3,073
+486
63
$463K 0.1%
4,930
+173
64
$410K 0.09%
3,721
65
$408K 0.09%
2,222
+295
66
$402K 0.09%
3,974
+746
67
$402K 0.09%
1,332
+18
68
$394K 0.09%
4,512
+663
69
$378K 0.08%
5,169
+2,866
70
$376K 0.08%
1,255
+234
71
$363K 0.08%
5,760
+2,580
72
$358K 0.08%
2,755
+353
73
$346K 0.08%
3,457
+457
74
$338K 0.07%
6,473
+241
75
$336K 0.07%
1,566
+939
1 2
3
4 5