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
251
$53K 0.01%
334
-76
252
$53K 0.01%
404
253
$53K 0.01%
253
-11
254
$52K 0.01%
1,377
+1,163
255
$52K 0.01%
1,070
256
$52K 0.01%
+1,506
257
$51K 0.01%
1,226
+45
258
$50K 0.01%
116
+63
259
$50K 0.01%
1,000
260
$50K 0.01%
241
+10
261
$49K 0.01%
154
+33
262
$48K 0.01%
3,607
+75
263
$47K 0.01%
4,406
264
$47K 0.01%
1,500
265
$47K 0.01%
101
+72
266
$46K 0.01%
306
-11
267
$46K 0.01%
589
+25
268
$46K 0.01%
7,449
269
$46K 0.01%
1,562
270
$46K 0.01%
875
271
$44K 0.01%
673
+545
272
$44K 0.01%
1,150
273
$44K 0.01%
501
274
$44K 0.01%
510
275
$43K 0.01%
1,773
9 10
11
12 13