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
201
$73K 0.02%
1,970
202
$72K 0.02%
+774
203
$71K 0.02%
+1,410
204
$71K 0.02%
1,118
+58
205
$71K 0.02%
3,163
206
$71K 0.02%
2,760
207
$70K 0.02%
345
+68
208
$70K 0.02%
1,499
209
$69K 0.02%
+3,737
210
$69K 0.02%
+900
211
$69K 0.02%
757
+30
212
$67K 0.01%
321
-5
213
$66K 0.01%
960
+875
214
$65K 0.01%
1,386
+312
215
$65K 0.01%
3,143
216
$65K 0.01%
1,911
217
$65K 0.01%
722
+252
218
$64K 0.01%
265
219
$64K 0.01%
626
-665
220
$63K 0.01%
498
+3
221
$63K 0.01%
617
222
$63K 0.01%
602
223
$63K 0.01%
+897
224
$62K 0.01%
3,090
225
$61K 0.01%
1,000
-12
7 8
9
10 11