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
751
$2K ﹤0.01%
+4
752
$2K ﹤0.01%
100
753
$2K ﹤0.01%
21
-246
754
$2K ﹤0.01%
26
755
$2K ﹤0.01%
12
756
$2K ﹤0.01%
21
757
$2K ﹤0.01%
298
758
$2K ﹤0.01%
1,755
+155
759
$2K ﹤0.01%
15
760
$2K ﹤0.01%
670
761
$1K ﹤0.01%
10
762
$1K ﹤0.01%
480
-41
763
$1K ﹤0.01%
72
-1,050
764
$1K ﹤0.01%
8
765
$1K ﹤0.01%
7
766
$1K ﹤0.01%
17
767
$1K ﹤0.01%
+33
768
$1K ﹤0.01%
32
769
$1K ﹤0.01%
13
770
$1K ﹤0.01%
8
771
$1K ﹤0.01%
19
772
$1K ﹤0.01%
7
773
$1K ﹤0.01%
59
774
$1K ﹤0.01%
9
775
$1K ﹤0.01%
3
29 30
31
32 33