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
726
$1K ﹤0.01%
45
+9
727
$1K ﹤0.01%
+9
728
$1K ﹤0.01%
+24
729
$1K ﹤0.01%
17
-339
730
$1K ﹤0.01%
12
-11
731
$1K ﹤0.01%
+15
732
$1K ﹤0.01%
+12
733
$1K ﹤0.01%
14
734
$1K ﹤0.01%
+6
735
$1K ﹤0.01%
+2
736
$1K ﹤0.01%
32
737
$1K ﹤0.01%
+14
738
$1K ﹤0.01%
+72
739
$1K ﹤0.01%
+19
740
$1K ﹤0.01%
50
741
$1K ﹤0.01%
+37
742
$1K ﹤0.01%
+64
743
$1K ﹤0.01%
+25
744
$1K ﹤0.01%
+4
745
$1K ﹤0.01%
2
-16
746
$1K ﹤0.01%
+21
747
$1K ﹤0.01%
150
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
+5
750
$1K ﹤0.01%
+12
28 29
30
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