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
751
$1K ﹤0.01%
117
752
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100
753
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100
754
$1K ﹤0.01%
25
755
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12
756
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18
757
$1K ﹤0.01%
10
758
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23
+3
759
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20
760
$1K ﹤0.01%
4
761
$1K ﹤0.01%
5
762
$1K ﹤0.01%
21
763
$1K ﹤0.01%
2
764
$1K ﹤0.01%
25
765
$1K ﹤0.01%
14
766
$1K ﹤0.01%
34
767
$1K ﹤0.01%
9
-11
768
$1K ﹤0.01%
47
769
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3
770
$1K ﹤0.01%
4
771
$1K ﹤0.01%
15
-629
772
$1K ﹤0.01%
13
-44
773
$1K ﹤0.01%
+18
774
$1K ﹤0.01%
4
775
$1K ﹤0.01%
3
29 30
31
32 33