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
201
$69K 0.02%
783
+13
202
$68K 0.02%
442
-25,037
203
$68K 0.02%
475
204
$68K 0.02%
1,759
+21
205
$67K 0.02%
+3,389
206
$67K 0.02%
600
+66
207
$67K 0.02%
1,096
+10
208
$66K 0.02%
2,435
+22
209
$64K 0.02%
1,019
+35
210
$64K 0.02%
1,871
211
$64K 0.02%
473
+4
212
$63K 0.02%
3,500
213
$63K 0.02%
1,107
+112
214
$63K 0.02%
2,098
+19
215
$62K 0.02%
3,578
+33
216
$61K 0.02%
2,409
+24
217
$60K 0.02%
686
+6
218
$59K 0.02%
+1,424
219
$59K 0.02%
+2,780
220
$57K 0.01%
1,000
221
$57K 0.01%
4,549
+73
222
$55K 0.01%
1,500
223
$55K 0.01%
2,904
+27
224
$54K 0.01%
318
225
$54K 0.01%
156
+5
7 8
9
10 11