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
1001
$1K ﹤0.01%
25
-15
1002
$1K ﹤0.01%
19
1003
$1K ﹤0.01%
+12
1004
$1K ﹤0.01%
+11
1005
$1K ﹤0.01%
+30
1006
$1K ﹤0.01%
37
1007
$1K ﹤0.01%
11
-1
1008
$1K ﹤0.01%
30
+25
1009
$0 ﹤0.01%
18
1010
– –
-219
1011
– –
-134,667
1012
$0 ﹤0.01%
5
1013
– –
-17
1014
$0 ﹤0.01%
6
1015
$0 ﹤0.01%
+9
1016
– –
-64,764
1017
$0 ﹤0.01%
7
1018
– –
-11
1019
$0 ﹤0.01%
4
1020
$0 ﹤0.01%
2
1021
– –
-7
1022
$0 ﹤0.01%
4
1023
– –
-12
1024
$0 ﹤0.01%
+21
1025
– –
-414
39 40
41
42 43