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
176
$88K 0.02%
9,551
+2,270
177
$88K 0.02%
2,350
-1,810
178
$85K 0.02%
934
+844
179
$85K 0.02%
1,928
180
$83K 0.02%
1,259
+9
181
$83K 0.02%
1,659
182
$82K 0.02%
1,237
183
$82K 0.02%
1,658
184
$82K 0.02%
1,136
+16
185
$81K 0.02%
964
-2,058
186
$79K 0.02%
545
187
$79K 0.02%
811
188
$79K 0.02%
220
-6
189
$78K 0.02%
171
+151
190
$78K 0.02%
783
+478
191
$77K 0.02%
1,471
192
$77K 0.02%
1,016
193
$77K 0.02%
133
+36
194
$76K 0.02%
5,401
195
$76K 0.02%
1,672
196
$75K 0.02%
+2,769
197
$75K 0.02%
2,000
198
$75K 0.02%
1,631
-1,299
199
$75K 0.02%
337
+56
200
$74K 0.02%
111
+34
6 7
8
9 10