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
$388M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$18.1M
3
+$11.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$64.4M
2
+$19.3M
3
+$11.6M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.31M

Sector Composition

1 Financials 2.75%
2 Technology 2.18%
3 Consumer Discretionary 1.12%
4 Healthcare 1.09%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$161K 0.04%
10,825
+1,100
102
$160K 0.04%
1,700
+247
103
$158K 0.04%
957
+107
104
$156K 0.04%
2,002
+34
105
$154K 0.04%
7,976
+5,084
106
$153K 0.04%
2,220
+575
107
$153K 0.04%
2,879
-263
108
$152K 0.04%
640
109
$148K 0.04%
2,208
+248
110
$146K 0.04%
3,060
+50
111
$145K 0.04%
627
+28
112
$141K 0.04%
2,160
-70
113
$141K 0.04%
3,082
+1,125
114
$137K 0.04%
827
+11
115
$134K 0.03%
685
+22
116
$130K 0.03%
21,079
+12,393
117
$128K 0.03%
1,542
+704
118
$127K 0.03%
1,233
+105
119
$127K 0.03%
613
-200
120
$126K 0.03%
659
+73
121
$124K 0.03%
486
+30
122
$122K 0.03%
2,485
+64
123
$120K 0.03%
414
+34
124
$118K 0.03%
1,609
+128
125
$118K 0.03%
370
+14
3 4
5
6 7