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
751
$2K ﹤0.01%
41
752
$2K ﹤0.01%
10
753
$2K ﹤0.01%
80
+50
754
$2K ﹤0.01%
100
755
$2K ﹤0.01%
9
756
$2K ﹤0.01%
20
-210
757
$2K ﹤0.01%
11
758
$2K ﹤0.01%
45
-69
759
$2K ﹤0.01%
+23
760
$2K ﹤0.01%
1,755
+155
761
$2K ﹤0.01%
15
762
$2K ﹤0.01%
670
763
$1K ﹤0.01%
+10
764
$1K ﹤0.01%
+22
765
$1K ﹤0.01%
15
766
$1K ﹤0.01%
17
767
$1K ﹤0.01%
10
768
$1K ﹤0.01%
10
769
$1K ﹤0.01%
6
770
$1K ﹤0.01%
2
771
$1K ﹤0.01%
9
772
$1K ﹤0.01%
25
773
$1K ﹤0.01%
14
774
$1K ﹤0.01%
8
775
$1K ﹤0.01%
4
29 30
31
32 33