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
751
$1K ﹤0.01%
+5
752
$1K ﹤0.01%
+12
753
$1K ﹤0.01%
+100
754
$1K ﹤0.01%
+33
755
$1K ﹤0.01%
71
756
$1K ﹤0.01%
+30
757
$1K ﹤0.01%
+36
758
$1K ﹤0.01%
+43
759
$1K ﹤0.01%
+8
760
$1K ﹤0.01%
5
761
$1K ﹤0.01%
+15
762
$1K ﹤0.01%
13
763
$1K ﹤0.01%
15
-369
764
$1K ﹤0.01%
5
-52
765
$1K ﹤0.01%
+8
766
$1K ﹤0.01%
+30
767
$1K ﹤0.01%
5
768
$1K ﹤0.01%
4
769
$1K ﹤0.01%
+5
770
$1K ﹤0.01%
+52
771
$1K ﹤0.01%
20
772
$1K ﹤0.01%
+14
773
$1K ﹤0.01%
+62
774
$1K ﹤0.01%
+4
775
$1K ﹤0.01%
+15
29 30
31
32 33