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
301
$37K 0.01%
2,180
+235
302
$37K 0.01%
850
-625
303
$36K ﹤0.01%
810
+1
304
$36K ﹤0.01%
341
305
$36K ﹤0.01%
1,564
306
$36K ﹤0.01%
534
-7
307
$36K ﹤0.01%
843
-239
308
$36K ﹤0.01%
+2,307
309
$35K ﹤0.01%
3,938
310
$35K ﹤0.01%
159
311
$35K ﹤0.01%
200
312
$35K ﹤0.01%
495
313
$34K ﹤0.01%
309
314
$33K ﹤0.01%
426
315
$33K ﹤0.01%
1,022
316
$33K ﹤0.01%
798
317
$32K ﹤0.01%
419
318
$32K ﹤0.01%
824
+4
319
$32K ﹤0.01%
159
320
$32K ﹤0.01%
698
-21
321
$32K ﹤0.01%
49
+41
322
$31K ﹤0.01%
+723
323
$31K ﹤0.01%
121
-25
324
$31K ﹤0.01%
6,689
-1,670
325
$31K ﹤0.01%
66
11 12
13
14 15