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
51
$1.06M 0.15%
2,112
+10
52
$1.03M 0.14%
6,561
+343
53
$995K 0.14%
5,028
+983
54
$986K 0.14%
6,140
+380
55
$980K 0.13%
19,307
56
$962K 0.13%
1,063
-133
57
$962K 0.13%
9,556
-1,126
58
$946K 0.13%
3,835
-42
59
$932K 0.13%
17,767
-1,603
60
$922K 0.13%
4,739
+293
61
$909K 0.12%
+18,126
62
$864K 0.12%
4,741
-2
63
$856K 0.12%
4,991
+742
64
$765K 0.11%
7,572
65
$754K 0.1%
7,757
-180
66
$718K 0.1%
1,613
+249
67
$717K 0.1%
2,082
+96
68
$703K 0.1%
3,832
+2,443
69
$697K 0.1%
14,770
+1,386
70
$680K 0.09%
1,336
+16
71
$667K 0.09%
5,831
+253
72
$652K 0.09%
+6,667
73
$650K 0.09%
10,217
-453
74
$637K 0.09%
3,864
+229
75
$635K 0.09%
5,751
+80
1 2
3
4 5