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
$729M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$16.7M
3
+$8.59M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.84M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.06M

Top Sells

1
+$23.6M
2
+$15.3M
3
+$7.21M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.92M

Sector Composition

1 Technology 2.81%
2 Financials 1.81%
3 Energy 1.13%
4 Healthcare 1.04%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70K 0.01%
700
227
$66K 0.01%
471
+2
228
$65K 0.01%
3,559
229
$63K 0.01%
451
230
$63K 0.01%
2,675
231
$62K 0.01%
94
+2
232
$61K 0.01%
673
+57
233
$61K 0.01%
2,376
234
$61K 0.01%
5,401
235
$60K 0.01%
1,358
236
$59K 0.01%
193
237
$57K 0.01%
561
+325
238
$57K 0.01%
1,928
239
$57K 0.01%
1,675
-1,000
240
$57K 0.01%
3,149
241
$57K 0.01%
193
242
$55K 0.01%
531
-187
243
$55K 0.01%
121
+3
244
$55K 0.01%
100
-157
245
$55K 0.01%
1,991
246
$55K 0.01%
704
-229
247
$55K 0.01%
+1,073
248
$55K 0.01%
266
-6
249
$54K 0.01%
1,097
-68
250
$54K 0.01%
1,118
+10
8 9
10
11 12