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
376
$22K ﹤0.01%
2,828
-192
377
$22K ﹤0.01%
405
-267
378
$22K ﹤0.01%
97
379
$22K ﹤0.01%
63
+7
380
$22K ﹤0.01%
527
+419
381
$21K ﹤0.01%
527
+11
382
$21K ﹤0.01%
1,122
+29
383
$21K ﹤0.01%
2,098
+42
384
$21K ﹤0.01%
176
+25
385
$21K ﹤0.01%
259
-37
386
$21K ﹤0.01%
559
-30
387
$21K ﹤0.01%
84
+2
388
$21K ﹤0.01%
93
+22
389
$21K ﹤0.01%
375
390
$21K ﹤0.01%
59
+2
391
$21K ﹤0.01%
352
-26
392
$21K ﹤0.01%
400
393
$21K ﹤0.01%
86
+1
394
$21K ﹤0.01%
882
+18
395
$20K ﹤0.01%
+17
396
$20K ﹤0.01%
248
397
$20K ﹤0.01%
352
398
$20K ﹤0.01%
782
399
$20K ﹤0.01%
25
-40
400
$20K ﹤0.01%
135
-4
14 15
16
17 18