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
26
$4.79M 0.66%
101,727
+5,021
27
$4.02M 0.55%
26,693
-281
28
$3.56M 0.49%
81,238
+80,895
29
$3.52M 0.48%
26,396
-111
30
$3.48M 0.48%
30,865
-57
31
$3.4M 0.47%
82,020
+326
32
$3.13M 0.43%
27,179
+533
33
$2.79M 0.38%
24,685
-281
34
$2.73M 0.38%
22,115
+1,725
35
$2.69M 0.37%
128,556
-4,497
36
$2.63M 0.36%
109,928
+5
37
$2.57M 0.35%
5,747
-593
38
$2.33M 0.32%
39,793
+31,491
39
$2.16M 0.3%
10,667
+122
40
$2.05M 0.28%
33,485
+24,071
41
$1.89M 0.26%
39,270
-503
42
$1.83M 0.25%
13,216
-53
43
$1.75M 0.24%
9,080
+134
44
$1.74M 0.24%
6,474
+5,303
45
$1.58M 0.22%
15,648
+15
46
$1.44M 0.2%
16,218
+617
47
$1.44M 0.2%
17,466
-7,405
48
$1.29M 0.18%
+48,501
49
$1.1M 0.15%
13,512
+718
50
$1.07M 0.15%
2,638
+20
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