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
526
$8K ﹤0.01%
99
+1
527
$8K ﹤0.01%
62
528
$8K ﹤0.01%
100
529
$7K ﹤0.01%
52
-15
530
$7K ﹤0.01%
83
531
$7K ﹤0.01%
93
+45
532
$7K ﹤0.01%
+32
533
$7K ﹤0.01%
82
534
$7K ﹤0.01%
129
535
$7K ﹤0.01%
60
-30
536
$7K ﹤0.01%
58
+2
537
$7K ﹤0.01%
96
538
$7K ﹤0.01%
+285
539
$7K ﹤0.01%
115
-542
540
$7K ﹤0.01%
9
541
$7K ﹤0.01%
37
542
$7K ﹤0.01%
33
543
$7K ﹤0.01%
141
-28
544
$7K ﹤0.01%
154
545
$7K ﹤0.01%
49
546
$7K ﹤0.01%
235
547
$7K ﹤0.01%
425
548
$7K ﹤0.01%
257
-6
549
$7K ﹤0.01%
124
+5
550
$7K ﹤0.01%
42
+16
20 21
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23 24