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
1176
– –
-32
1177
– –
-250
1178
– –
-1,800
1179
$0 ﹤0.01%
71
1180
$0 ﹤0.01%
2
-70
1181
– –
0
1182
– –
-443
1183
– –
-12
1184
$0 ﹤0.01%
64
1185
– –
-5,489
1186
– –
-1,669
1187
$0 ﹤0.01%
+6
1188
$0 ﹤0.01%
6
1189
– –
-45
1190
– –
-1,450
1191
– –
-1,796
1192
$0 ﹤0.01%
71
1193
– –
-413
1194
– –
-3,912
1195
– –
-1,634
1196
– –
-33
1197
$0 ﹤0.01%
+18
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