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
651
$3K ﹤0.01%
202
+60
652
$3K ﹤0.01%
104
+15
653
$3K ﹤0.01%
101
+30
654
$3K ﹤0.01%
100
655
$3K ﹤0.01%
9
656
$3K ﹤0.01%
468
+151
657
$3K ﹤0.01%
132
658
$3K ﹤0.01%
100
-1,043
659
$3K ﹤0.01%
10
660
$3K ﹤0.01%
18
661
$3K ﹤0.01%
29
662
$3K ﹤0.01%
27
+11
663
$3K ﹤0.01%
100
664
$3K ﹤0.01%
13
+4
665
$3K ﹤0.01%
150
666
$3K ﹤0.01%
53
+2
667
$3K ﹤0.01%
27
+4
668
$3K ﹤0.01%
54
669
$3K ﹤0.01%
11
+5
670
$3K ﹤0.01%
+66
671
$3K ﹤0.01%
198
+41
672
$3K ﹤0.01%
5
673
$3K ﹤0.01%
15
-15
674
$3K ﹤0.01%
112
675
$3K ﹤0.01%
96
+8
25 26
27
28 29