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
326
$31K ﹤0.01%
302
+166
327
$31K ﹤0.01%
144
+3
328
$30K ﹤0.01%
120
329
$30K ﹤0.01%
+2,538
330
$30K ﹤0.01%
2,779
+2,676
331
$30K ﹤0.01%
38
+4
332
$30K ﹤0.01%
286
333
$30K ﹤0.01%
352
334
$29K ﹤0.01%
577
+2
335
$29K ﹤0.01%
37
336
$29K ﹤0.01%
1,677
+38
337
$28K ﹤0.01%
142
-10
338
$28K ﹤0.01%
63
339
$27K ﹤0.01%
115
-4
340
$27K ﹤0.01%
587
+16
341
$26K ﹤0.01%
219
+2
342
$26K ﹤0.01%
1,264
+57
343
$26K ﹤0.01%
744
344
$26K ﹤0.01%
16
-1
345
$25K ﹤0.01%
1,706
346
$25K ﹤0.01%
550
347
$25K ﹤0.01%
447
+360
348
$25K ﹤0.01%
552
-2,959
349
$25K ﹤0.01%
+495
350
$25K ﹤0.01%
373
12 13
14
15 16