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
476
$11K ﹤0.01%
355
477
$11K ﹤0.01%
500
478
$10K ﹤0.01%
115
+2
479
$10K ﹤0.01%
998
-3,078
480
$10K ﹤0.01%
113
+4
481
$10K ﹤0.01%
101
+1
482
$10K ﹤0.01%
633
483
$10K ﹤0.01%
197
484
$10K ﹤0.01%
61
485
$10K ﹤0.01%
45
-16
486
$10K ﹤0.01%
504
487
$10K ﹤0.01%
490
488
$10K ﹤0.01%
7
489
$10K ﹤0.01%
666
490
$10K ﹤0.01%
375
491
$10K ﹤0.01%
200
492
$9K ﹤0.01%
29
-16
493
$9K ﹤0.01%
128
494
$9K ﹤0.01%
193
495
$9K ﹤0.01%
148
-2
496
$9K ﹤0.01%
114
-51
497
$9K ﹤0.01%
23
+8
498
$9K ﹤0.01%
185
499
$9K ﹤0.01%
16
+5
500
$9K ﹤0.01%
356
18 19
20
21 22