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
151
$116K 0.03%
7,936
152
$112K 0.02%
2,468
153
$111K 0.02%
4,311
+167
154
$111K 0.02%
738
155
$111K 0.02%
1,336
+329
156
$110K 0.02%
1,591
+4
157
$109K 0.02%
1,947
+480
158
$108K 0.02%
2,286
159
$105K 0.02%
460
-45,440
160
$104K 0.02%
300
161
$104K 0.02%
2,842
+727
162
$103K 0.02%
420
+2
163
$102K 0.02%
1,177
+38
164
$101K 0.02%
410
+46
165
$99K 0.02%
479
+5
166
$97K 0.02%
1,728
+16
167
$96K 0.02%
627
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168
$95K 0.02%
429
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169
$95K 0.02%
696
+322
170
$94K 0.02%
825
+96
171
$93K 0.02%
694
+29
172
$91K 0.02%
2,360
173
$90K 0.02%
1,093
+274
174
$90K 0.02%
+2,353
175
$90K 0.02%
8,225
5 6
7
8 9