FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.2M
3
+$16.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.1M
2
+$19.1M
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%
9
727
$2K ﹤0.01%
20
-210
728
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45
-69
729
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+23
730
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54
731
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3
+2
732
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80
+50
733
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100
734
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11
735
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33
736
$2K ﹤0.01%
925
737
$2K ﹤0.01%
21
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738
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34
-322
739
$2K ﹤0.01%
5
740
$2K ﹤0.01%
21
741
$2K ﹤0.01%
52
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742
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140
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743
$2K ﹤0.01%
90
744
$2K ﹤0.01%
87
745
$2K ﹤0.01%
53
746
$2K ﹤0.01%
27
747
$2K ﹤0.01%
100
748
$2K ﹤0.01%
+125
749
$2K ﹤0.01%
10
750
$2K ﹤0.01%
218
+148
28 29
30
31 32