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
276
$42K 0.01%
303
-537
277
$41K 0.01%
468
-78
278
$41K 0.01%
209
279
$40K 0.01%
+3,938
280
$40K 0.01%
870
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281
$40K 0.01%
332
282
$40K 0.01%
242
-3
283
$40K 0.01%
236
-374
284
$40K 0.01%
175
285
$39K 0.01%
1,197
+109
286
$38K 0.01%
55
-55
287
$38K 0.01%
+180
288
$38K 0.01%
965
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289
$38K 0.01%
3,240
+1,740
290
$37K 0.01%
189
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291
$37K 0.01%
1,072
292
$37K 0.01%
626
293
$37K 0.01%
516
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294
$37K 0.01%
240
295
$37K 0.01%
391
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296
$37K 0.01%
859
297
$36K 0.01%
263
+246
298
$36K 0.01%
1,689
299
$36K 0.01%
382
300
$35K 0.01%
677
+4
10 11
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