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
426
$16K ﹤0.01%
+93
427
$15K ﹤0.01%
184
-37
428
$15K ﹤0.01%
126
-22
429
$15K ﹤0.01%
326
+13
430
$15K ﹤0.01%
+9
431
$15K ﹤0.01%
438
432
$15K ﹤0.01%
32
-2
433
$15K ﹤0.01%
1,082
+243
434
$15K ﹤0.01%
315
435
$15K ﹤0.01%
58
436
$14K ﹤0.01%
80
437
$14K ﹤0.01%
1,000
438
$14K ﹤0.01%
92
+4
439
$14K ﹤0.01%
259
440
$14K ﹤0.01%
204
441
$14K ﹤0.01%
314
-553
442
$14K ﹤0.01%
1,254
+27
443
$14K ﹤0.01%
515
444
$14K ﹤0.01%
190
+3
445
$14K ﹤0.01%
489
-35
446
$14K ﹤0.01%
1,000
447
$14K ﹤0.01%
1,203
448
$14K ﹤0.01%
500
449
$13K ﹤0.01%
39
450
$13K ﹤0.01%
313
+123
16 17
18
19 20