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
326
$30K 0.01%
774
+2
327
$30K 0.01%
+427
328
$30K 0.01%
+683
329
$30K 0.01%
+536
330
$30K 0.01%
171
-16
331
$30K 0.01%
239
332
$30K 0.01%
+776
333
$29K ﹤0.01%
123
334
$29K ﹤0.01%
142
+5
335
$29K ﹤0.01%
+1,485
336
$29K ﹤0.01%
808
+725
337
$29K ﹤0.01%
+744
338
$29K ﹤0.01%
371
+317
339
$29K ﹤0.01%
562
340
$29K ﹤0.01%
289
+255
341
$29K ﹤0.01%
210
+209
342
$29K ﹤0.01%
+3,112
343
$29K ﹤0.01%
1,145
344
$28K ﹤0.01%
143
345
$28K ﹤0.01%
+2,013
346
$27K ﹤0.01%
133
-10
347
$27K ﹤0.01%
549
348
$27K ﹤0.01%
+500
349
$27K ﹤0.01%
736
-5,566
350
$27K ﹤0.01%
962
12 13
14
15 16