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
501
$11K ﹤0.01%
144
-12,879
502
$11K ﹤0.01%
30
+10
503
$11K ﹤0.01%
1,138
+54
504
$11K ﹤0.01%
1,000
505
$11K ﹤0.01%
119
-13
506
$11K ﹤0.01%
37
+12
507
$11K ﹤0.01%
176
-402
508
$11K ﹤0.01%
1,140
+34
509
$11K ﹤0.01%
83
-200
510
$11K ﹤0.01%
146
-33
511
$11K ﹤0.01%
839
-130
512
$11K ﹤0.01%
327
+6
513
$10K ﹤0.01%
217
514
$10K ﹤0.01%
42
+20
515
$10K ﹤0.01%
94
+16
516
$10K ﹤0.01%
1,000
517
$10K ﹤0.01%
499
518
$10K ﹤0.01%
221
+18
519
$10K ﹤0.01%
300
520
$10K ﹤0.01%
918
+9
521
$10K ﹤0.01%
241
-37
522
$10K ﹤0.01%
666
523
$10K ﹤0.01%
31
-1
524
$10K ﹤0.01%
418
525
$10K ﹤0.01%
36
19 20
21
22 23