FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.2M
3
+$16.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.1M
2
+$19.1M
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%
221
-5
427
$17K ﹤0.01%
93
+3
428
$17K ﹤0.01%
1,426
+16
429
$17K ﹤0.01%
180
-26
430
$17K ﹤0.01%
789
-700
431
$16K ﹤0.01%
47
-13
432
$16K ﹤0.01%
774
433
$16K ﹤0.01%
182
+41
434
$16K ﹤0.01%
157
435
$16K ﹤0.01%
132
+12
436
$16K ﹤0.01%
535
437
$16K ﹤0.01%
93
+16
438
$16K ﹤0.01%
1,352
+38
439
$16K ﹤0.01%
958
+28
440
$16K ﹤0.01%
+221
441
$16K ﹤0.01%
306
442
$16K ﹤0.01%
204
443
$16K ﹤0.01%
295
444
$16K ﹤0.01%
91
-4
445
$16K ﹤0.01%
191
+19
446
$15K ﹤0.01%
631
+19
447
$15K ﹤0.01%
96
448
$15K ﹤0.01%
199
-78
449
$15K ﹤0.01%
238
-207
450
$15K ﹤0.01%
+92
16 17
18
19 20