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
851
$1K ﹤0.01%
3
852
$1K ﹤0.01%
24
853
$1K ﹤0.01%
11
+5
854
$1K ﹤0.01%
29
855
$1K ﹤0.01%
24
856
$1K ﹤0.01%
36
857
$1K ﹤0.01%
10
858
$1K ﹤0.01%
7
859
$1K ﹤0.01%
35
860
$1K ﹤0.01%
37
861
$1K ﹤0.01%
10
862
$1K ﹤0.01%
130
863
$1K ﹤0.01%
+4
864
$1K ﹤0.01%
20
865
$1K ﹤0.01%
6
-25
866
$1K ﹤0.01%
7
867
$1K ﹤0.01%
65
-13
868
$1K ﹤0.01%
26
869
$1K ﹤0.01%
+28
870
$1K ﹤0.01%
4
871
$1K ﹤0.01%
9
872
$1K ﹤0.01%
5
873
$1K ﹤0.01%
10
874
$1K ﹤0.01%
5
875
$1K ﹤0.01%
33
+1
33 34
35
36 37