FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.2M
3
+$16.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.1M
2
+$19.1M
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%
419
327
$30K 0.01%
+3,627
328
$30K 0.01%
+983
329
$30K 0.01%
774
+2
330
$30K 0.01%
+427
331
$30K 0.01%
+683
332
$29K ﹤0.01%
123
333
$29K ﹤0.01%
142
+5
334
$29K ﹤0.01%
+1,485
335
$29K ﹤0.01%
808
+725
336
$29K ﹤0.01%
+744
337
$29K ﹤0.01%
371
+317
338
$29K ﹤0.01%
562
339
$29K ﹤0.01%
289
+255
340
$29K ﹤0.01%
210
+209
341
$29K ﹤0.01%
+3,112
342
$29K ﹤0.01%
1,145
343
$28K ﹤0.01%
143
344
$28K ﹤0.01%
+2,013
345
$27K ﹤0.01%
133
-10
346
$27K ﹤0.01%
549
347
$27K ﹤0.01%
+500
348
$27K ﹤0.01%
736
-5,566
349
$27K ﹤0.01%
962
350
$26K ﹤0.01%
118
+3
12 13
14
15 16