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%
+18
1127
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-565
1128
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-10
1129
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-960
1130
$0 ﹤0.01%
+3
1131
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-26
1132
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1133
$0 ﹤0.01%
7
1134
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-634
1135
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1136
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-2,815
1137
$0 ﹤0.01%
+3
1138
$0 ﹤0.01%
+1
1139
– –
-3
1140
– –
-42,676
1141
$0 ﹤0.01%
3
1142
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1143
$0 ﹤0.01%
3
1144
– –
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1145
– –
-160,175
1146
$0 ﹤0.01%
+5
1147
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-40,910
1148
– –
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1149
$0 ﹤0.01%
2
1150
– –
-22
44 45
46
47 48