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
76
$234K 0.06%
1,069
+113
77
$228K 0.06%
950
+51
78
$224K 0.06%
2,600
79
$221K 0.06%
3,942
+1,348
80
$220K 0.06%
1,800
+40
81
$218K 0.06%
1,325
+88
82
$216K 0.06%
9,954
-319
83
$216K 0.06%
5,669
+53
84
$214K 0.06%
878
+32
85
$212K 0.05%
1,832
+143
86
$194K 0.05%
1,626
+15
87
$188K 0.05%
778
+77
88
$187K 0.05%
981
+9
89
$176K 0.05%
11,270
+104
90
$173K 0.04%
3,243
91
$172K 0.04%
2,816
-38
92
$170K 0.04%
5,301
93
$169K 0.04%
7,015
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94
$168K 0.04%
689
+43
95
$168K 0.04%
1,009
+108
96
$165K 0.04%
3,273
97
$165K 0.04%
997
98
$163K 0.04%
1,243
+343
99
$163K 0.04%
926
+87
100
$162K 0.04%
428
+66
2 3
4
5 6