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
851
$1K ﹤0.01%
10
852
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35
853
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854
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855
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7
-4
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4
857
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858
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859
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30
+1
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10
862
$1K ﹤0.01%
4
863
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864
$1K ﹤0.01%
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865
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19
866
$1K ﹤0.01%
7
867
$1K ﹤0.01%
59
868
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869
$1K ﹤0.01%
3
870
$1K ﹤0.01%
+8
871
$1K ﹤0.01%
+22
872
$1K ﹤0.01%
21
873
$1K ﹤0.01%
14
874
$1K ﹤0.01%
46
875
$1K ﹤0.01%
13
33 34
35
36 37