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
1101
– –
-1,091
1102
$0 ﹤0.01%
10
1103
– –
-10
1104
– –
-12,838
1105
$0 ﹤0.01%
7
1106
– –
-26
1107
– –
-7
1108
– –
-225
1109
– –
-11,976
1110
$0 ﹤0.01%
8
1111
$0 ﹤0.01%
2
1112
$0 ﹤0.01%
16
1113
$0 ﹤0.01%
14
1114
– –
-14
1115
– –
-941
1116
$0 ﹤0.01%
+5
1117
– –
-548
1118
– –
-32
1119
– –
-250
1120
– –
-1,800
1121
$0 ﹤0.01%
71
1122
$0 ﹤0.01%
2
-70
1123
– –
0
1124
– –
-443
1125
– –
-12
43 44
45
46 47