FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$59.2M
2
+$18M
3
+$11.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.91M

Top Sells

1
+$63.2M
2
+$18.7M
3
+$11.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.07M

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
726
$1K ﹤0.01%
+8
727
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+16
728
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+18
729
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+16
730
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+11
731
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+7
732
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+40
733
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734
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10
735
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736
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+4
737
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3
738
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739
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5
740
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741
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+7
742
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45
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743
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744
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+24
745
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17
-339
746
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12
-11
747
$1K ﹤0.01%
+15
748
$1K ﹤0.01%
+12
749
$1K ﹤0.01%
14
750
$1K ﹤0.01%
+4
28 29
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