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
676
$3K ﹤0.01%
42
677
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54
678
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35
679
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5
680
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68
-134
681
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+361
682
$3K ﹤0.01%
+100
683
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171
684
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125
685
$3K ﹤0.01%
150
-13,008
686
$3K ﹤0.01%
100
687
$3K ﹤0.01%
57
688
$3K ﹤0.01%
7
689
$3K ﹤0.01%
149
690
$3K ﹤0.01%
328
691
$3K ﹤0.01%
29
692
$3K ﹤0.01%
+28
693
$3K ﹤0.01%
32
694
$3K ﹤0.01%
2,725
695
$3K ﹤0.01%
150
696
$3K ﹤0.01%
200
697
$3K ﹤0.01%
17
698
$3K ﹤0.01%
+30
699
$3K ﹤0.01%
126
700
$3K ﹤0.01%
30
26 27
28
29 30