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
601
$4K ﹤0.01%
70
+27
602
$4K ﹤0.01%
28
+7
603
$4K ﹤0.01%
45
+10
604
$4K ﹤0.01%
21
+3
605
$4K ﹤0.01%
45
-1,028
606
$4K ﹤0.01%
33
+15
607
$4K ﹤0.01%
83
-2
608
$4K ﹤0.01%
8
609
$4K ﹤0.01%
33
610
$4K ﹤0.01%
31
611
$4K ﹤0.01%
78
612
$4K ﹤0.01%
45
-37
613
$4K ﹤0.01%
107
614
$4K ﹤0.01%
100
-500
615
$4K ﹤0.01%
162
616
$4K ﹤0.01%
9
+2
617
$4K ﹤0.01%
103
618
$4K ﹤0.01%
100
619
$4K ﹤0.01%
86
+6
620
$4K ﹤0.01%
52
-33
621
$4K ﹤0.01%
+100
622
$4K ﹤0.01%
85
623
$4K ﹤0.01%
32
624
$4K ﹤0.01%
50
+6
625
$4K ﹤0.01%
181
23 24
25
26 27