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
451
$15K ﹤0.01%
96
452
$15K ﹤0.01%
199
-78
453
$15K ﹤0.01%
238
-207
454
$15K ﹤0.01%
+92
455
$15K ﹤0.01%
199
456
$15K ﹤0.01%
700
-75
457
$15K ﹤0.01%
6,200
458
$15K ﹤0.01%
106
-14
459
$15K ﹤0.01%
450
-35
460
$14K ﹤0.01%
43
+4
461
$14K ﹤0.01%
5
+1
462
$14K ﹤0.01%
287
-2
463
$14K ﹤0.01%
313
464
$14K ﹤0.01%
109
465
$14K ﹤0.01%
132
466
$14K ﹤0.01%
1,033
467
$14K ﹤0.01%
+922
468
$14K ﹤0.01%
404
+28
469
$14K ﹤0.01%
30
-1
470
$14K ﹤0.01%
1,423
+95
471
$13K ﹤0.01%
285
+23
472
$13K ﹤0.01%
97
473
$13K ﹤0.01%
228
+206
474
$13K ﹤0.01%
71
+6
475
$13K ﹤0.01%
+603
17 18
19
20 21