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
726
$2K ﹤0.01%
3
+2
727
$2K ﹤0.01%
90
728
$2K ﹤0.01%
87
729
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53
730
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27
731
$2K ﹤0.01%
100
732
$2K ﹤0.01%
+125
733
$2K ﹤0.01%
20
734
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53
735
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24
736
$2K ﹤0.01%
100
737
$2K ﹤0.01%
242
738
$2K ﹤0.01%
17
739
$2K ﹤0.01%
9
740
$2K ﹤0.01%
236
+80
741
$2K ﹤0.01%
428
-1,231
742
$2K ﹤0.01%
84
743
$2K ﹤0.01%
64
744
$2K ﹤0.01%
26
745
$2K ﹤0.01%
100
746
$2K ﹤0.01%
21
-246
747
$2K ﹤0.01%
26
748
$2K ﹤0.01%
12
749
$2K ﹤0.01%
21
750
$2K ﹤0.01%
298
28 29
30
31 32