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
826
$2K ﹤0.01%
11
827
$2K ﹤0.01%
26
+14
828
$2K ﹤0.01%
17
+3
829
$2K ﹤0.01%
14
+9
830
$2K ﹤0.01%
15
831
$2K ﹤0.01%
2
832
$1K ﹤0.01%
16
+9
833
$1K ﹤0.01%
4
834
$1K ﹤0.01%
+18
835
$1K ﹤0.01%
14
836
$1K ﹤0.01%
8
837
$1K ﹤0.01%
+13
838
$1K ﹤0.01%
10
839
$1K ﹤0.01%
5
840
$1K ﹤0.01%
21
841
$1K ﹤0.01%
40
842
$1K ﹤0.01%
15
-30
843
$1K ﹤0.01%
7
844
$1K ﹤0.01%
29
845
$1K ﹤0.01%
50
846
$1K ﹤0.01%
4
847
$1K ﹤0.01%
8
848
$1K ﹤0.01%
8
849
$1K ﹤0.01%
20
+4
850
$1K ﹤0.01%
+3
32 33
34
35 36