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
776
$1K ﹤0.01%
39
+38
777
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+4
778
$1K ﹤0.01%
+7
779
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+12
780
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+7
781
$1K ﹤0.01%
+143
782
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8
783
$1K ﹤0.01%
38
-422
784
$1K ﹤0.01%
+24
785
$1K ﹤0.01%
+10
786
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+11
787
$1K ﹤0.01%
+4
788
$1K ﹤0.01%
+34
789
$1K ﹤0.01%
+26
790
$1K ﹤0.01%
+10
791
$1K ﹤0.01%
+18
792
$1K ﹤0.01%
+9
793
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+11
794
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+8
795
$1K ﹤0.01%
+17
796
$1K ﹤0.01%
+4
797
$1K ﹤0.01%
+64
798
$1K ﹤0.01%
+1
799
$1K ﹤0.01%
+18
800
$1K ﹤0.01%
+18
30 31
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