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
351
$26K ﹤0.01%
118
+3
352
$26K ﹤0.01%
571
353
$26K ﹤0.01%
260
354
$26K ﹤0.01%
1,014
355
$25K ﹤0.01%
212
356
$25K ﹤0.01%
400
357
$25K ﹤0.01%
109
358
$24K ﹤0.01%
187
359
$24K ﹤0.01%
376
+4
360
$24K ﹤0.01%
61
+6
361
$24K ﹤0.01%
352
362
$24K ﹤0.01%
+160
363
$23K ﹤0.01%
280
+27
364
$23K ﹤0.01%
474
+4
365
$23K ﹤0.01%
488
-701
366
$23K ﹤0.01%
90
+20
367
$23K ﹤0.01%
48
368
$23K ﹤0.01%
398
+22
369
$23K ﹤0.01%
448
-664
370
$23K ﹤0.01%
300
-3,113
371
$23K ﹤0.01%
100
372
$22K ﹤0.01%
66
-93
373
$22K ﹤0.01%
236
-50
374
$22K ﹤0.01%
2,828
375
$22K ﹤0.01%
641
+8
13 14
15
16 17