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
451
$15K ﹤0.01%
199
452
$15K ﹤0.01%
700
-75
453
$15K ﹤0.01%
6,200
454
$15K ﹤0.01%
106
-14
455
$15K ﹤0.01%
450
-35
456
$15K ﹤0.01%
6
+1
457
$15K ﹤0.01%
185
458
$15K ﹤0.01%
80
459
$14K ﹤0.01%
43
+4
460
$14K ﹤0.01%
125
+25
461
$14K ﹤0.01%
287
-2
462
$14K ﹤0.01%
313
463
$14K ﹤0.01%
109
464
$14K ﹤0.01%
132
465
$14K ﹤0.01%
1,033
466
$14K ﹤0.01%
+922
467
$14K ﹤0.01%
404
+28
468
$14K ﹤0.01%
30
-1
469
$14K ﹤0.01%
1,423
+95
470
$13K ﹤0.01%
285
+23
471
$13K ﹤0.01%
97
472
$13K ﹤0.01%
228
+206
473
$13K ﹤0.01%
10
-2
474
$13K ﹤0.01%
193
-255
475
$13K ﹤0.01%
71
+6
17 18
19
20 21