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
626
$5K ﹤0.01%
61
-80
627
$5K ﹤0.01%
255
-102
628
$5K ﹤0.01%
26
-3
629
$5K ﹤0.01%
140
+12
630
$5K ﹤0.01%
168
-1,854
631
$5K ﹤0.01%
317
632
$5K ﹤0.01%
28
-5
633
$5K ﹤0.01%
71
+37
634
$5K ﹤0.01%
85
635
$5K ﹤0.01%
42
636
$5K ﹤0.01%
85
637
$5K ﹤0.01%
95
+5
638
$5K ﹤0.01%
92
639
$5K ﹤0.01%
9
640
$5K ﹤0.01%
77
641
$5K ﹤0.01%
15
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642
$5K ﹤0.01%
284
+7
643
$5K ﹤0.01%
16
-16
644
$5K ﹤0.01%
181
645
$5K ﹤0.01%
19
646
$5K ﹤0.01%
43
+7
647
$5K ﹤0.01%
59
-8
648
$4K ﹤0.01%
35
+5
649
$4K ﹤0.01%
58
+29
650
$4K ﹤0.01%
38
24 25
26
27 28