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
151
$98K 0.03%
452
+42
152
$98K 0.03%
+1,168
153
$97K 0.03%
630
-174
154
$96K 0.02%
+1,245
155
$96K 0.02%
483
+43
156
$95K 0.02%
1,928
+70
157
$95K 0.02%
1,790
+40
158
$94K 0.02%
549
+5
159
$93K 0.02%
1,606
+30
160
$93K 0.02%
1,100
+11
161
$92K 0.02%
642
+55
162
$92K 0.02%
1,723
+16
163
$92K 0.02%
1,542
+25
164
$91K 0.02%
846
+14
165
$90K 0.02%
3,449
+32
166
$89K 0.02%
552
+5
167
$88K 0.02%
220
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168
$87K 0.02%
73
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169
$85K 0.02%
232
+33
170
$84K 0.02%
1,471
171
$83K 0.02%
1,016
+16
172
$83K 0.02%
4,547
+103
173
$82K 0.02%
811
174
$82K 0.02%
5,401
175
$82K 0.02%
1,684
+16
5 6
7
8 9