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
576
$6K ﹤0.01%
16
-9
577
$6K ﹤0.01%
70
578
$5K ﹤0.01%
20
579
$5K ﹤0.01%
86
+38
580
$5K ﹤0.01%
72
581
$5K ﹤0.01%
40
+6
582
$5K ﹤0.01%
12
583
$5K ﹤0.01%
38
584
$5K ﹤0.01%
205
585
$5K ﹤0.01%
138
+81
586
$5K ﹤0.01%
48
+30
587
$5K ﹤0.01%
441
-1
588
$5K ﹤0.01%
44
-128
589
$5K ﹤0.01%
145
+45
590
$5K ﹤0.01%
54
591
$5K ﹤0.01%
79
+40
592
$5K ﹤0.01%
92
-201
593
$5K ﹤0.01%
2,725
594
$5K ﹤0.01%
72
-38
595
$5K ﹤0.01%
39
+5
596
$5K ﹤0.01%
100
597
$5K ﹤0.01%
120
598
$5K ﹤0.01%
16
-2
599
$5K ﹤0.01%
18
600
$4K ﹤0.01%
+73
22 23
24
25 26