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
551
$9K ﹤0.01%
21
+5
552
$9K ﹤0.01%
425
553
$8K ﹤0.01%
49
554
$8K ﹤0.01%
68
+16
555
$8K ﹤0.01%
42
+9
556
$8K ﹤0.01%
184
-132
557
$8K ﹤0.01%
21
558
$8K ﹤0.01%
58
+11
559
$8K ﹤0.01%
52
560
$8K ﹤0.01%
84
+16
561
$8K ﹤0.01%
+85
562
$8K ﹤0.01%
903
+454
563
$8K ﹤0.01%
19
-2
564
$8K ﹤0.01%
185
-21,374
565
$8K ﹤0.01%
88
+9
566
$8K ﹤0.01%
3,631
-2,051
567
$8K ﹤0.01%
590
568
$8K ﹤0.01%
94
-259
569
$8K ﹤0.01%
157
-72
570
$8K ﹤0.01%
119
+16
571
$8K ﹤0.01%
400
572
$8K ﹤0.01%
64
573
$8K ﹤0.01%
100
574
$7K ﹤0.01%
+74
575
$7K ﹤0.01%
20
21 22
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24 25