FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.2M
3
+$16.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.1M
2
+$19.1M
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
601
$7K ﹤0.01%
365
+333
602
$7K ﹤0.01%
232
+17
603
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63
604
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105
+13
605
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-38
606
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44
607
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+16
608
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609
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610
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611
$6K ﹤0.01%
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-96
612
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$6K ﹤0.01%
24
+2
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$6K ﹤0.01%
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+14
615
$6K ﹤0.01%
443
616
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51
+7
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618
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117
+2
619
$6K ﹤0.01%
1
620
$6K ﹤0.01%
55
621
$6K ﹤0.01%
12
-3
622
$6K ﹤0.01%
235
623
$6K ﹤0.01%
26
624
$5K ﹤0.01%
181
625
$5K ﹤0.01%
19
23 24
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26 27