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
51
$909K 0.15%
6,970
-947
52
$896K 0.15%
17,695
+280
53
$880K 0.15%
+5,205
54
$846K 0.14%
5,379
+93
55
$708K 0.12%
3,820
+109
56
$693K 0.12%
19,133
-3,338
57
$690K 0.12%
3,833
+190
58
$651K 0.11%
5,896
59
$649K 0.11%
7,599
+232
60
$615K 0.1%
1,280
-21
61
$614K 0.1%
4,046
+253
62
$597K 0.1%
16,271
+1,305
63
$579K 0.1%
1,864
+84
64
$576K 0.1%
6,640
+400
65
$576K 0.1%
4,811
+227
66
$576K 0.1%
5,905
+220
67
$574K 0.1%
4,259
+608
68
$570K 0.1%
2,148
+15
69
$565K 0.09%
5,455
+280
70
$562K 0.09%
9,328
+522
71
$521K 0.09%
5,805
+345
72
$509K 0.09%
1,105
+62
73
$503K 0.08%
7,820
-110
74
$466K 0.08%
1,363
+3
75
$458K 0.08%
8,849
+352
1 2
3
4 5