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
126
$152K 0.03%
2,429
+719
127
$152K 0.03%
739
+192
128
$152K 0.03%
585
+50
129
$149K 0.03%
3,013
+1,999
130
$147K 0.03%
1,195
+262
131
$145K 0.03%
3,423
132
$145K 0.03%
284
+62
133
$144K 0.03%
2,596
+660
134
$142K 0.03%
5,988
-5,187
135
$141K 0.03%
2,851
+257
136
$139K 0.03%
3,589
137
$138K 0.03%
23,799
+2,847
138
$136K 0.03%
1,403
-7
139
$135K 0.03%
1,500
+368
140
$134K 0.03%
4,036
141
$133K 0.03%
5,049
+15
142
$124K 0.03%
498
+25
143
$123K 0.03%
1,317
+39
144
$122K 0.03%
2,270
+10
145
$121K 0.03%
631
-409
146
$120K 0.03%
1,514
147
$118K 0.03%
1,207
+147
148
$117K 0.03%
2,204
+1,829
149
$116K 0.03%
565
-409
150
$116K 0.03%
364
+22
4 5
6
7 8