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
876
$1K ﹤0.01%
+18
877
$1K ﹤0.01%
+16
878
$1K ﹤0.01%
+11
879
$1K ﹤0.01%
+7
880
$1K ﹤0.01%
+40
881
$1K ﹤0.01%
+11
882
$1K ﹤0.01%
10
883
$1K ﹤0.01%
+20
884
$1K ﹤0.01%
+4
885
$1K ﹤0.01%
3
886
$1K ﹤0.01%
16
887
– –
-246
888
– –
-115,986
889
– –
-741
890
– –
-4,145
891
– –
-256
892
– –
-396
893
– –
-298
894
$0 ﹤0.01%
+4
895
$0 ﹤0.01%
+8
896
– –
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897
$0 ﹤0.01%
+11
898
$0 ﹤0.01%
5
899
– –
-463
900
– –
-197
34 35
36
37 38