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
$598M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$18.2M
3
+$17.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.9M
2
+$19.8M
3
+$8.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.12M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.9M

Sector Composition

1 Financials 2.55%
2 Technology 2.44%
3 Healthcare 1.25%
4 Energy 1.14%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.01%
1,740
+124
227
$71K 0.01%
544
228
$71K 0.01%
2,693
-2,814
229
$71K 0.01%
2,716
230
$71K 0.01%
233
+12
231
$68K 0.01%
407
232
$68K 0.01%
2,593
233
$67K 0.01%
802
-949
234
$66K 0.01%
749
+67
235
$63K 0.01%
3,648
-3,874
236
$62K 0.01%
316
237
$62K 0.01%
673
238
$61K 0.01%
242
239
$61K 0.01%
9,962
240
$60K 0.01%
550
-402
241
$59K 0.01%
+1,788
242
$58K 0.01%
1,613
243
$57K 0.01%
2,119
244
$57K 0.01%
1,418
-101
245
$56K 0.01%
436
+388
246
$56K 0.01%
1,493
+6
247
$55K 0.01%
1,209
248
$55K 0.01%
1,928
249
$55K 0.01%
295
250
$54K 0.01%
+1,484
8 9
10
11 12