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
576
$7K ﹤0.01%
67
+4
577
$7K ﹤0.01%
124
+65
578
$7K ﹤0.01%
+954
579
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27
+7
580
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291
+10
581
$7K ﹤0.01%
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582
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583
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584
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-6
585
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37
-8
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83
588
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48
589
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111
590
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117
+20
591
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100
592
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120
594
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89
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595
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44
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596
$7K ﹤0.01%
268
597
$7K ﹤0.01%
22
+3
598
$7K ﹤0.01%
292
-483
599
$7K ﹤0.01%
60
+23
600
$7K ﹤0.01%
33
22 23
24
25 26