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
301
$35K 0.01%
335
+33
302
$34K 0.01%
+376
303
$34K 0.01%
311
304
$34K 0.01%
1,895
+60
305
$33K 0.01%
1,773
306
$33K 0.01%
+1,512
307
$33K 0.01%
934
-1,036
308
$33K 0.01%
825
309
$33K 0.01%
2,000
310
$33K 0.01%
685
+656
311
$32K 0.01%
131
+128
312
$32K 0.01%
105
+1
313
$32K 0.01%
411
+401
314
$32K 0.01%
332
+329
315
$31K 0.01%
1,888
316
$31K 0.01%
+1,067
317
$31K 0.01%
1,022
-89
318
$31K 0.01%
+404
319
$31K 0.01%
349
320
$31K 0.01%
+922
321
$31K 0.01%
1,860
322
$31K 0.01%
+3,816
323
$30K 0.01%
419
324
$30K 0.01%
+3,627
325
$30K 0.01%
+983
11 12
13
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