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
26
$5.58M 0.93%
102,645
+69
27
$5.47M 0.91%
+118,916
28
$4.99M 0.83%
218,878
+13,807
29
$4.85M 0.81%
25,002
-5,450
30
$4.63M 0.77%
+101,050
31
$4.49M 0.75%
96,397
+657
32
$3.98M 0.67%
18,088
+17,400
33
$3.91M 0.65%
+35,890
34
$3.6M 0.6%
+33,820
35
$2.95M 0.49%
+34,569
36
$2.88M 0.48%
26,886
+1,747
37
$2.74M 0.46%
77,495
-1,982
38
$2.73M 0.46%
24,871
-6,500
39
$2.64M 0.44%
87,635
+84,734
40
$2.64M 0.44%
+31,660
41
$2.58M 0.43%
149,451
+17,415
42
$1.84M 0.31%
+30,129
43
$1.68M 0.28%
11,516
+254
44
$1.53M 0.26%
4,489
-272
45
$1.49M 0.25%
+38,970
46
$1.27M 0.21%
2,706
+52
47
$1.16M 0.19%
27,390
-2,080
48
$1.07M 0.18%
4,102
-68
49
$919K 0.15%
9,209
-3,028
50
$911K 0.15%
2,673
+25
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