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
101
$199K 0.04%
11,128
+1,799
102
$198K 0.04%
1,502
+44
103
$196K 0.04%
1,046
+44
104
$195K 0.04%
11,503
+444
105
$190K 0.04%
2,760
+2,559
106
$189K 0.04%
2,247
+259
107
$186K 0.04%
2,673
+1,232
108
$184K 0.04%
+3,349
109
$182K 0.04%
1,246
110
$179K 0.04%
655
+89
111
$177K 0.04%
2,145
+143
112
$174K 0.04%
1,226
+439
113
$173K 0.04%
2,460
+646
114
$171K 0.04%
2,532
115
$170K 0.04%
1,670
+262
116
$168K 0.04%
1,200
+300
117
$168K 0.04%
2,340
+1,935
118
$168K 0.04%
1,998
+234
119
$168K 0.04%
3,375
+303
120
$164K 0.04%
684
+44
121
$164K 0.04%
1,201
+320
122
$161K 0.03%
3,243
123
$161K 0.03%
4,111
+1,221
124
$159K 0.03%
4,234
125
$156K 0.03%
264
+39
3 4
5
6 7