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
426
$17K ﹤0.01%
1,426
+16
427
$17K ﹤0.01%
180
-26
428
$17K ﹤0.01%
200
429
$17K ﹤0.01%
500
430
$17K ﹤0.01%
87
-101,201
431
$17K ﹤0.01%
789
-700
432
$16K ﹤0.01%
47
-13
433
$16K ﹤0.01%
774
434
$16K ﹤0.01%
182
+41
435
$16K ﹤0.01%
157
436
$16K ﹤0.01%
132
+12
437
$16K ﹤0.01%
535
438
$16K ﹤0.01%
93
+16
439
$16K ﹤0.01%
1,352
+38
440
$16K ﹤0.01%
958
+28
441
$16K ﹤0.01%
+221
442
$16K ﹤0.01%
306
443
$16K ﹤0.01%
204
444
$16K ﹤0.01%
295
445
$16K ﹤0.01%
91
-4
446
$16K ﹤0.01%
191
+19
447
$15K ﹤0.01%
6
+1
448
$15K ﹤0.01%
185
449
$15K ﹤0.01%
80
450
$15K ﹤0.01%
631
+19
16 17
18
19 20