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
276
$43K 0.01%
324
+79
277
$43K 0.01%
246
+5
278
$43K 0.01%
729
-116
279
$42K 0.01%
1,358
-2,060
280
$42K 0.01%
825
281
$42K 0.01%
382
+246
282
$42K 0.01%
1,232
283
$42K 0.01%
682
+140
284
$42K 0.01%
192
-50
285
$41K 0.01%
545
-156
286
$41K 0.01%
400
287
$41K 0.01%
998
-1,763
288
$40K 0.01%
168
-6
289
$40K 0.01%
1,383
+41
290
$40K 0.01%
273
-363
291
$40K 0.01%
442
-584
292
$39K 0.01%
3,440
-63
293
$39K 0.01%
1,374
294
$39K 0.01%
996
-12
295
$38K 0.01%
501
+16
296
$38K 0.01%
36
-82
297
$37K 0.01%
1,861
298
$37K 0.01%
2,500
-609
299
$37K 0.01%
857
+57
300
$37K 0.01%
522
10 11
12
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