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
626
$4K ﹤0.01%
42
627
$4K ﹤0.01%
250
-180
628
$4K ﹤0.01%
89
629
$4K ﹤0.01%
25
-1
630
$4K ﹤0.01%
29
631
$4K ﹤0.01%
+73
632
$3K ﹤0.01%
16
-2
633
$3K ﹤0.01%
188
+27
634
$3K ﹤0.01%
47
+8
635
$3K ﹤0.01%
468
+74
636
$3K ﹤0.01%
350
+52
637
$3K ﹤0.01%
149
638
$3K ﹤0.01%
25
+5
639
$3K ﹤0.01%
30
-218
640
$3K ﹤0.01%
214
+149
641
$3K ﹤0.01%
58
+25
642
$3K ﹤0.01%
37
-82
643
$3K ﹤0.01%
165
+32
644
$3K ﹤0.01%
194
+53
645
$3K ﹤0.01%
334
+53
646
$3K ﹤0.01%
577
+168
647
$3K ﹤0.01%
400
648
$3K ﹤0.01%
10
-5
649
$3K ﹤0.01%
100
650
$3K ﹤0.01%
14
24 25
26
27 28