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
851
$1K ﹤0.01%
+21
852
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+13
853
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46
-834
854
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855
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856
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857
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858
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859
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3
-2
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861
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+10
862
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863
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+5
864
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11
+4
865
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+26
866
$1K ﹤0.01%
+55
867
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+4
868
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869
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+2
870
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242
871
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+7
872
$1K ﹤0.01%
+9
873
$1K ﹤0.01%
+46
874
$1K ﹤0.01%
19
875
$1K ﹤0.01%
20
33 34
35
36 37