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
76
$325K 0.07%
15,424
77
$315K 0.07%
6,181
+947
78
$314K 0.07%
4,336
+244
79
$296K 0.06%
4,771
+379
80
$286K 0.06%
10,000
81
$279K 0.06%
2,518
+1,513
82
$279K 0.06%
1,316
+557
83
$272K 0.06%
1,534
+171
84
$272K 0.06%
6,903
+932
85
$261K 0.06%
1,175
-207
86
$257K 0.06%
14,056
+305
87
$256K 0.06%
1,059
+177
88
$256K 0.06%
3,123
+123
89
$242K 0.05%
1,583
+930
90
$234K 0.05%
519
91
$232K 0.05%
2,736
+1,104
92
$230K 0.05%
1,947
-8
93
$227K 0.05%
1,168
+7
94
$224K 0.05%
1,215
+502
95
$222K 0.05%
2,026
+216
96
$221K 0.05%
5,360
+59
97
$220K 0.05%
1,217
+220
98
$220K 0.05%
2,642
99
$210K 0.05%
3,532
+1,219
100
$201K 0.04%
456
+18
2 3
4
5 6