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
401
$19K ﹤0.01%
6,200
402
$18K ﹤0.01%
6
403
$18K ﹤0.01%
92
+3
404
$18K ﹤0.01%
131
+12
405
$18K ﹤0.01%
74
406
$18K ﹤0.01%
166
407
$18K ﹤0.01%
80
408
$18K ﹤0.01%
200
409
$18K ﹤0.01%
502
410
$18K ﹤0.01%
242
-141
411
$17K ﹤0.01%
511
+308
412
$17K ﹤0.01%
467
+48
413
$17K ﹤0.01%
22
+2
414
$17K ﹤0.01%
793
415
$17K ﹤0.01%
96
416
$17K ﹤0.01%
86
417
$17K ﹤0.01%
745
+20
418
$17K ﹤0.01%
83
-16
419
$16K ﹤0.01%
180
-50
420
$16K ﹤0.01%
61
+6
421
$16K ﹤0.01%
98
-11
422
$16K ﹤0.01%
55
+2
423
$16K ﹤0.01%
29
424
$16K ﹤0.01%
+123
425
$16K ﹤0.01%
400
15 16
17
18 19