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
801
$1K ﹤0.01%
16
802
$1K ﹤0.01%
18
803
$1K ﹤0.01%
10
804
$1K ﹤0.01%
5
-21
805
$1K ﹤0.01%
24
+8
806
$1K ﹤0.01%
+41
807
$1K ﹤0.01%
4
-8
808
$1K ﹤0.01%
100
809
$1K ﹤0.01%
12
810
$1K ﹤0.01%
32
811
$1K ﹤0.01%
6
812
$1K ﹤0.01%
+7
813
$1K ﹤0.01%
11
-1,860
814
$1K ﹤0.01%
12
815
$1K ﹤0.01%
3
816
$1K ﹤0.01%
21
817
$1K ﹤0.01%
34
+10
818
$1K ﹤0.01%
+29
819
$1K ﹤0.01%
7
+3
820
$1K ﹤0.01%
2
821
$1K ﹤0.01%
16
-71
822
$1K ﹤0.01%
480
823
$1K ﹤0.01%
36
-36
824
$1K ﹤0.01%
35
+2
825
$1K ﹤0.01%
4
+3
31 32
33
34 35