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
651
$4K ﹤0.01%
69
+6
652
$4K ﹤0.01%
126
653
$4K ﹤0.01%
100
654
$4K ﹤0.01%
108
655
$4K ﹤0.01%
84
656
$4K ﹤0.01%
300
657
$4K ﹤0.01%
88
-50
658
$4K ﹤0.01%
42
659
$4K ﹤0.01%
76
660
$4K ﹤0.01%
17
661
$4K ﹤0.01%
111
-94
662
$4K ﹤0.01%
61
663
$4K ﹤0.01%
45
664
$4K ﹤0.01%
368
-15,000
665
$4K ﹤0.01%
1,064
-202
666
$4K ﹤0.01%
506
667
$4K ﹤0.01%
400
668
$4K ﹤0.01%
10
669
$4K ﹤0.01%
19
670
$4K ﹤0.01%
23
+14
671
$4K ﹤0.01%
61
-24
672
$4K ﹤0.01%
124
+64
673
$4K ﹤0.01%
904
-1,653
674
$4K ﹤0.01%
16
-5
675
$4K ﹤0.01%
25
25 26
27
28 29