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
676
$3K ﹤0.01%
468
+151
677
$3K ﹤0.01%
132
678
$3K ﹤0.01%
100
-1,043
679
$3K ﹤0.01%
10
680
$3K ﹤0.01%
18
681
$3K ﹤0.01%
29
682
$3K ﹤0.01%
27
+11
683
$3K ﹤0.01%
100
684
$3K ﹤0.01%
13
+4
685
$3K ﹤0.01%
150
686
$2K ﹤0.01%
23
+5
687
$2K ﹤0.01%
50
688
$2K ﹤0.01%
124
689
$2K ﹤0.01%
18
-304
690
$2K ﹤0.01%
10
-3
691
$2K ﹤0.01%
4
692
$2K ﹤0.01%
30
-4
693
$2K ﹤0.01%
925
694
$2K ﹤0.01%
21
-4
695
$2K ﹤0.01%
143
696
$2K ﹤0.01%
54
697
$2K ﹤0.01%
86
698
$2K ﹤0.01%
16
-11
699
$2K ﹤0.01%
42
700
$2K ﹤0.01%
150
26 27
28
29 30