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
776
$1K ﹤0.01%
+6
777
$1K ﹤0.01%
+8
778
$1K ﹤0.01%
+20
779
$1K ﹤0.01%
+7
780
$1K ﹤0.01%
+4
781
$1K ﹤0.01%
+47
782
$1K ﹤0.01%
10
783
$1K ﹤0.01%
+22
784
$1K ﹤0.01%
+28
785
$1K ﹤0.01%
+21
786
$1K ﹤0.01%
+61
787
$1K ﹤0.01%
+14
788
$1K ﹤0.01%
+24
789
$1K ﹤0.01%
+6
790
$1K ﹤0.01%
+2
791
$1K ﹤0.01%
32
792
$1K ﹤0.01%
+14
793
$1K ﹤0.01%
+72
794
$1K ﹤0.01%
+19
795
$1K ﹤0.01%
50
796
$1K ﹤0.01%
+37
797
$1K ﹤0.01%
+64
798
$1K ﹤0.01%
+25
799
$1K ﹤0.01%
150
800
$1K ﹤0.01%
+10
30 31
32
33 34