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
826
$1K ﹤0.01%
47
827
$1K ﹤0.01%
15
828
$1K ﹤0.01%
+57
829
$1K ﹤0.01%
+8
830
$1K ﹤0.01%
+7
831
$1K ﹤0.01%
66
832
$1K ﹤0.01%
+3
833
$1K ﹤0.01%
+4
834
$1K ﹤0.01%
+21
835
$1K ﹤0.01%
+13
836
$1K ﹤0.01%
+26
837
$1K ﹤0.01%
46
-834
838
$1K ﹤0.01%
+3
839
$1K ﹤0.01%
+13
840
$1K ﹤0.01%
+22
841
$1K ﹤0.01%
43
842
$1K ﹤0.01%
3
-2
843
$1K ﹤0.01%
+8
844
$1K ﹤0.01%
+10
845
$1K ﹤0.01%
+4
846
$1K ﹤0.01%
+5
847
$1K ﹤0.01%
11
+4
848
$1K ﹤0.01%
+26
849
$1K ﹤0.01%
+55
850
$1K ﹤0.01%
+4
32 33
34
35 36