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
751
$2K ﹤0.01%
9
+5
752
$2K ﹤0.01%
+17
753
$2K ﹤0.01%
1
-1
754
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52
755
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62
756
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17
757
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56
+9
758
$2K ﹤0.01%
+53
759
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15
760
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10
+5
761
$2K ﹤0.01%
71
762
$2K ﹤0.01%
5
763
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54
764
$2K ﹤0.01%
27
765
$2K ﹤0.01%
8
766
$2K ﹤0.01%
+24
767
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46
+3
768
$2K ﹤0.01%
42
-20
769
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70
770
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61
-59
771
$2K ﹤0.01%
100
772
$2K ﹤0.01%
200
773
$2K ﹤0.01%
27
-4
774
$2K ﹤0.01%
81
775
$2K ﹤0.01%
+30
29 30
31
32 33