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
401
$20K ﹤0.01%
1,775
+1,733
402
$20K ﹤0.01%
665
403
$20K ﹤0.01%
97
404
$20K ﹤0.01%
52
405
$20K ﹤0.01%
+177
406
$19K ﹤0.01%
348
+37
407
$19K ﹤0.01%
118
408
$19K ﹤0.01%
1,246
+155
409
$19K ﹤0.01%
177
-391
410
$19K ﹤0.01%
33
411
$19K ﹤0.01%
306
+8
412
$19K ﹤0.01%
+385
413
$19K ﹤0.01%
155
+106
414
$19K ﹤0.01%
213
-4
415
$18K ﹤0.01%
392
-337
416
$18K ﹤0.01%
40
-2
417
$18K ﹤0.01%
136
-36
418
$18K ﹤0.01%
2,904
+80
419
$18K ﹤0.01%
377
420
$17K ﹤0.01%
246
421
$17K ﹤0.01%
479
-528
422
$17K ﹤0.01%
607
-1,491
423
$17K ﹤0.01%
1,158
+29
424
$17K ﹤0.01%
221
-5
425
$17K ﹤0.01%
93
+3
15 16
17
18 19