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
126
$117K 0.03%
743
+27
127
$117K 0.03%
4,638
+15
128
$115K 0.03%
1,906
+17
129
$115K 0.03%
627
-9
130
$114K 0.03%
1,593
+15
131
$114K 0.03%
1,564
132
$113K 0.03%
3,519
133
$113K 0.03%
752
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134
$111K 0.03%
467
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135
$111K 0.03%
1,514
136
$110K 0.03%
2,313
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137
$109K 0.03%
1,539
-24
138
$108K 0.03%
1,259
-216
139
$107K 0.03%
1,116
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140
$106K 0.03%
484
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141
$104K 0.03%
1,737
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142
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3,240
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145
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203
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146
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1,305
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147
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456
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148
$101K 0.03%
758
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149
$100K 0.03%
1,278
-26
150
$99K 0.03%
2,082
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6
7 8