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
551
$7K ﹤0.01%
+342
552
$6K ﹤0.01%
107
+33
553
$6K ﹤0.01%
28
554
$6K ﹤0.01%
30
-4
555
$6K ﹤0.01%
48
-111
556
$6K ﹤0.01%
48
557
$6K ﹤0.01%
112
558
$6K ﹤0.01%
34
+1
559
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72
+5
560
$6K ﹤0.01%
80
561
$6K ﹤0.01%
38
-119
562
$6K ﹤0.01%
164
563
$6K ﹤0.01%
4
564
$6K ﹤0.01%
52
565
$6K ﹤0.01%
99
-35
566
$6K ﹤0.01%
334
+17
567
$6K ﹤0.01%
57
568
$6K ﹤0.01%
62
569
$6K ﹤0.01%
100
570
$6K ﹤0.01%
77
571
$6K ﹤0.01%
104
-24
572
$6K ﹤0.01%
69
573
$6K ﹤0.01%
76
574
$6K ﹤0.01%
250
+50
575
$6K ﹤0.01%
840
21 22
23
24 25