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
– –
-1,012
1102
– –
-24
1103
– –
-400
1104
$0 ﹤0.01%
+16
1105
– –
-962
1106
$0 ﹤0.01%
+4
1107
$0 ﹤0.01%
7
1108
– –
-9
1109
– –
-4
1110
– –
-1,782
1111
$0 ﹤0.01%
10
1112
$0 ﹤0.01%
1
1113
– –
-28
1114
– –
-2,716
1115
$0 ﹤0.01%
2
1116
$0 ﹤0.01%
+1
1117
– –
-8
1118
– –
-10
1119
$0 ﹤0.01%
5
-11
1120
– –
-308
1121
– –
-4
1122
– –
-8
1123
$0 ﹤0.01%
24
1124
– –
-25
1125
$0 ﹤0.01%
1
43 44
45
46 47