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
351
$25K ﹤0.01%
92
352
$24K ﹤0.01%
265
+17
353
$24K ﹤0.01%
2,266
+42
354
$24K ﹤0.01%
6
355
$24K ﹤0.01%
64
+19
356
$24K ﹤0.01%
446
357
$24K ﹤0.01%
2,828
358
$23K ﹤0.01%
629
-102
359
$23K ﹤0.01%
206
360
$23K ﹤0.01%
666
361
$23K ﹤0.01%
166
+5
362
$23K ﹤0.01%
96
+2
363
$23K ﹤0.01%
2,040
+28
364
$23K ﹤0.01%
300
-1,440
365
$22K ﹤0.01%
778
366
$22K ﹤0.01%
120
367
$22K ﹤0.01%
52
+3
368
$22K ﹤0.01%
1,811
+26
369
$22K ﹤0.01%
1,631
+47
370
$22K ﹤0.01%
1,263
+23
371
$22K ﹤0.01%
966
+19
372
$22K ﹤0.01%
100
373
$22K ﹤0.01%
+936
374
$21K ﹤0.01%
323
+133
375
$21K ﹤0.01%
432
-128
13 14
15
16 17