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
376
$21K ﹤0.01%
327
+48
377
$21K ﹤0.01%
210
378
$21K ﹤0.01%
114
379
$21K ﹤0.01%
1,000
380
$21K ﹤0.01%
337
+10
381
$21K ﹤0.01%
858
-225
382
$20K ﹤0.01%
1,359
+41
383
$20K ﹤0.01%
849
384
$20K ﹤0.01%
+1,282
385
$20K ﹤0.01%
116
+4
386
$20K ﹤0.01%
1,280
+28
387
$20K ﹤0.01%
1,176
+1,150
388
$20K ﹤0.01%
371
389
$20K ﹤0.01%
380
390
$19K ﹤0.01%
352
391
$19K ﹤0.01%
269
392
$19K ﹤0.01%
281
393
$19K ﹤0.01%
248
+17
394
$19K ﹤0.01%
1,519
+39
395
$19K ﹤0.01%
64
+24
396
$19K ﹤0.01%
420
+5
397
$19K ﹤0.01%
375
398
$19K ﹤0.01%
700
399
$19K ﹤0.01%
716
400
$19K ﹤0.01%
15
+2
14 15
16
17 18