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
1126
$0 ﹤0.01%
2
+1
1127
$0 ﹤0.01%
+18
1128
– –
-565
1129
– –
-10
1130
– –
-960
1131
$0 ﹤0.01%
+3
1132
– –
-26
1133
– –
-38
1134
$0 ﹤0.01%
7
1135
– –
-634
1136
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-6
1137
– –
-2,815
1138
$0 ﹤0.01%
+3
1139
$0 ﹤0.01%
+1
1140
– –
-3
1141
– –
-42,676
1142
$0 ﹤0.01%
3
1143
– –
-1,924
1144
$0 ﹤0.01%
3
1145
– –
-61
1146
– –
-160,175
1147
$0 ﹤0.01%
+5
1148
– –
-40,910
1149
– –
-10
1150
$0 ﹤0.01%
2
44 45
46
47 48