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
451
$13K ﹤0.01%
123
452
$13K ﹤0.01%
200
+50
453
$13K ﹤0.01%
16
454
$13K ﹤0.01%
59
-48
455
$13K ﹤0.01%
181
+7
456
$13K ﹤0.01%
85
+19
457
$13K ﹤0.01%
+3,171
458
$13K ﹤0.01%
63
+2
459
$13K ﹤0.01%
240
+15
460
$12K ﹤0.01%
225
+16
461
$12K ﹤0.01%
150
-32
462
$12K ﹤0.01%
30
-1
463
$12K ﹤0.01%
74
-1
464
$12K ﹤0.01%
29
+1
465
$12K ﹤0.01%
127
466
$12K ﹤0.01%
1,128
-84
467
$11K ﹤0.01%
390
468
$11K ﹤0.01%
71
+3
469
$11K ﹤0.01%
879
+78
470
$11K ﹤0.01%
82
+49
471
$11K ﹤0.01%
376
472
$11K ﹤0.01%
962
+13
473
$11K ﹤0.01%
64
+14
474
$11K ﹤0.01%
194
-87
475
$11K ﹤0.01%
75
+8
17 18
19
20 21