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
176
$81K 0.02%
421
+7
177
$79K 0.02%
3,186
+30
178
$79K 0.02%
2,021
+35
179
$78K 0.02%
1,636
+4
180
$78K 0.02%
4,193
+68
181
$78K 0.02%
1,852
+45
182
$78K 0.02%
1,348
+22
183
$77K 0.02%
606
+10
184
$77K 0.02%
3,174
-1
185
$75K 0.02%
980
+17
186
$75K 0.02%
1,603
+26
187
$74K 0.02%
358
+3
188
$74K 0.02%
1,426
+158
189
$74K 0.02%
928
+15
190
$74K 0.02%
1,120
+4
191
$74K 0.02%
967
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192
$73K 0.02%
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193
$73K 0.02%
1,023
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194
$72K 0.02%
241
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195
$72K 0.02%
1,997
+173
196
$72K 0.02%
1,403
+23
197
$72K 0.02%
1,581
+272
198
$71K 0.02%
192
-62
199
$71K 0.02%
3,110
+51
200
$71K 0.02%
+108
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8
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