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
801
$2K ﹤0.01%
73
802
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24
-13
803
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17
804
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74
-46
805
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26
806
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9
807
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+14
808
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63
809
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26
810
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811
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11
-25
812
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25
813
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12
+7
814
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26
815
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60
+6
816
$2K ﹤0.01%
70
817
$2K ﹤0.01%
30
818
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37
+19
819
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35
+28
820
$2K ﹤0.01%
31
821
$2K ﹤0.01%
6
822
$2K ﹤0.01%
86
823
$2K ﹤0.01%
+48
824
$2K ﹤0.01%
11
825
$2K ﹤0.01%
44
31 32
33
34 35