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
726
$2K ﹤0.01%
100
727
$2K ﹤0.01%
39
+19
728
$2K ﹤0.01%
40
729
$2K ﹤0.01%
51
+7
730
$2K ﹤0.01%
6
731
$2K ﹤0.01%
20
732
$2K ﹤0.01%
24
+5
733
$2K ﹤0.01%
11
734
$2K ﹤0.01%
25
735
$2K ﹤0.01%
2,539
736
$2K ﹤0.01%
46
737
$1K ﹤0.01%
26
-69
738
$1K ﹤0.01%
11
739
$1K ﹤0.01%
8
740
$1K ﹤0.01%
2
-13,850
741
$1K ﹤0.01%
29
+10
742
$1K ﹤0.01%
12
-631
743
$1K ﹤0.01%
24
+12
744
$1K ﹤0.01%
9
745
$1K ﹤0.01%
6
746
$1K ﹤0.01%
3
747
$1K ﹤0.01%
3
748
$1K ﹤0.01%
29
749
$1K ﹤0.01%
14
750
$1K ﹤0.01%
117
28 29
30
31 32