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
776
$1K ﹤0.01%
3
777
$1K ﹤0.01%
38
778
$1K ﹤0.01%
+8
779
$1K ﹤0.01%
4
780
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5
781
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3
782
$1K ﹤0.01%
22
783
$1K ﹤0.01%
3
784
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27
-67
785
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28
786
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16
787
$1K ﹤0.01%
4
788
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13
-27
789
$1K ﹤0.01%
12
790
$1K ﹤0.01%
56
791
$1K ﹤0.01%
31
792
$1K ﹤0.01%
97
-5
793
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17
794
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7
795
$1K ﹤0.01%
17
796
$1K ﹤0.01%
13
797
$1K ﹤0.01%
13
798
$1K ﹤0.01%
23
-10
799
$1K ﹤0.01%
9
800
$1K ﹤0.01%
39
30 31
32
33 34