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
1051
$0 ﹤0.01%
2
-70
1052
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0
1053
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1054
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1055
$0 ﹤0.01%
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1056
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-5,489
1057
– –
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1058
$0 ﹤0.01%
+6
1059
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6
1060
– –
-45
1061
– –
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1062
– –
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1063
$0 ﹤0.01%
71
1064
– –
-413
1065
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-3,912
1066
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1067
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1068
$0 ﹤0.01%
+18
1069
$0 ﹤0.01%
4
1070
– –
-314
1071
$0 ﹤0.01%
+13
1072
$0 ﹤0.01%
7
1073
– –
-5
1074
– –
-402
1075
– –
-360
41 42
43
44 45