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
701
$3K ﹤0.01%
30
702
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186
-20
703
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704
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7
-10
705
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706
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707
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5
708
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-28
709
$2K ﹤0.01%
18
710
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33
711
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925
712
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713
$2K ﹤0.01%
34
-322
714
$2K ﹤0.01%
5
715
$2K ﹤0.01%
21
716
$2K ﹤0.01%
52
+24
717
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10
718
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218
+148
719
$2K ﹤0.01%
+4
720
$2K ﹤0.01%
13
721
$2K ﹤0.01%
8
722
$2K ﹤0.01%
64
723
$2K ﹤0.01%
315
724
$2K ﹤0.01%
140
-3,576
725
$2K ﹤0.01%
54
27 28
29
30 31