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
726
$3K ﹤0.01%
7
727
$3K ﹤0.01%
17
+15
728
$3K ﹤0.01%
79
729
$3K ﹤0.01%
+860
730
$3K ﹤0.01%
26
+12
731
$3K ﹤0.01%
+78
732
$3K ﹤0.01%
+32
733
$3K ﹤0.01%
+119
734
$3K ﹤0.01%
200
735
$3K ﹤0.01%
7
-5
736
$3K ﹤0.01%
56
737
$3K ﹤0.01%
26
+17
738
$3K ﹤0.01%
765
-1
739
$3K ﹤0.01%
+20
740
$3K ﹤0.01%
7
741
$3K ﹤0.01%
10
+2
742
$3K ﹤0.01%
38
743
$3K ﹤0.01%
12
744
$3K ﹤0.01%
35
-21
745
$3K ﹤0.01%
19
+14
746
$3K ﹤0.01%
+45
747
$3K ﹤0.01%
65
+20
748
$3K ﹤0.01%
32
749
$3K ﹤0.01%
+60
750
$2K ﹤0.01%
68
28 29
30
31 32