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
601
$7K ﹤0.01%
419
-209
602
$7K ﹤0.01%
154
603
$7K ﹤0.01%
365
+333
604
$7K ﹤0.01%
232
+17
605
$7K ﹤0.01%
63
606
$6K ﹤0.01%
11
+4
607
$6K ﹤0.01%
117
+2
608
$6K ﹤0.01%
44
609
$6K ﹤0.01%
83
+16
610
$6K ﹤0.01%
34
611
$6K ﹤0.01%
185
+44
612
$6K ﹤0.01%
105
+13
613
$6K ﹤0.01%
200
614
$6K ﹤0.01%
222
-96
615
$6K ﹤0.01%
122
+41
616
$6K ﹤0.01%
24
+2
617
$6K ﹤0.01%
144
+14
618
$6K ﹤0.01%
443
619
$6K ﹤0.01%
51
+7
620
$6K ﹤0.01%
1
621
$6K ﹤0.01%
55
622
$6K ﹤0.01%
12
-3
623
$6K ﹤0.01%
235
624
$6K ﹤0.01%
26
625
$6K ﹤0.01%
33
-19
23 24
25
26 27