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
476
$13K ﹤0.01%
+70
477
$13K ﹤0.01%
10
-2
478
$13K ﹤0.01%
193
-255
479
$13K ﹤0.01%
1,434
480
$12K ﹤0.01%
53
481
$12K ﹤0.01%
120
482
$12K ﹤0.01%
85
483
$12K ﹤0.01%
1,000
484
$12K ﹤0.01%
305
+97
485
$12K ﹤0.01%
88
+23
486
$12K ﹤0.01%
80
487
$12K ﹤0.01%
655
-1,540
488
$12K ﹤0.01%
74
+7
489
$12K ﹤0.01%
13
+2
490
$12K ﹤0.01%
300
491
$11K ﹤0.01%
139
+15
492
$11K ﹤0.01%
500
493
$11K ﹤0.01%
94
-26
494
$11K ﹤0.01%
75
+6
495
$11K ﹤0.01%
135
496
$11K ﹤0.01%
346
+168
497
$11K ﹤0.01%
250
498
$11K ﹤0.01%
159
499
$11K ﹤0.01%
322
+5
500
$11K ﹤0.01%
664
18 19
20
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