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
826
$1K ﹤0.01%
+26
827
$1K ﹤0.01%
+10
828
$1K ﹤0.01%
+18
829
$1K ﹤0.01%
+9
830
$1K ﹤0.01%
+11
831
$1K ﹤0.01%
+8
832
$1K ﹤0.01%
+8
833
$1K ﹤0.01%
+17
834
$1K ﹤0.01%
+4
835
$1K ﹤0.01%
+64
836
$1K ﹤0.01%
+1
837
$1K ﹤0.01%
+18
838
$1K ﹤0.01%
+18
839
$1K ﹤0.01%
+24
840
$1K ﹤0.01%
+13
841
$1K ﹤0.01%
+8
842
$1K ﹤0.01%
12
843
$1K ﹤0.01%
47
844
$1K ﹤0.01%
15
845
$1K ﹤0.01%
+57
846
$1K ﹤0.01%
+8
847
$1K ﹤0.01%
+7
848
$1K ﹤0.01%
66
849
$1K ﹤0.01%
+3
850
$1K ﹤0.01%
+4
32 33
34
35 36