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
501
$9K ﹤0.01%
90
-55
502
$9K ﹤0.01%
48
503
$9K ﹤0.01%
31
+11
504
$9K ﹤0.01%
31
-13
505
$9K ﹤0.01%
1,176
-95
506
$9K ﹤0.01%
54
+36
507
$9K ﹤0.01%
29
508
$8K ﹤0.01%
68
+2
509
$8K ﹤0.01%
35
+1
510
$8K ﹤0.01%
224
-12
511
$8K ﹤0.01%
+248
512
$8K ﹤0.01%
70
513
$8K ﹤0.01%
96
514
$8K ﹤0.01%
154
+57
515
$8K ﹤0.01%
127
-3,821
516
$8K ﹤0.01%
307
+24
517
$8K ﹤0.01%
234
+31
518
$8K ﹤0.01%
52
519
$8K ﹤0.01%
53
520
$8K ﹤0.01%
33
+25
521
$8K ﹤0.01%
1
522
$8K ﹤0.01%
400
523
$8K ﹤0.01%
16
524
$8K ﹤0.01%
100
525
$8K ﹤0.01%
47
19 20
21
22 23