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
751
$1K ﹤0.01%
2
-16
752
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+21
753
$1K ﹤0.01%
+100
754
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+33
755
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71
756
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+30
757
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+36
758
$1K ﹤0.01%
5
759
$1K ﹤0.01%
+15
760
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13
761
$1K ﹤0.01%
15
-369
762
$1K ﹤0.01%
5
-52
763
$1K ﹤0.01%
+8
764
$1K ﹤0.01%
+30
765
$1K ﹤0.01%
5
766
$1K ﹤0.01%
+10
767
$1K ﹤0.01%
+38
768
$1K ﹤0.01%
+13
769
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+14
770
$1K ﹤0.01%
+5
771
$1K ﹤0.01%
+26
772
$1K ﹤0.01%
+6
773
$1K ﹤0.01%
+14
774
$1K ﹤0.01%
+9
775
$1K ﹤0.01%
+17
29 30
31
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