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
876
$1K ﹤0.01%
13
877
$1K ﹤0.01%
4
878
$1K ﹤0.01%
5
879
$1K ﹤0.01%
1,000
880
$1K ﹤0.01%
37
881
$1K ﹤0.01%
4,431
882
$0 ﹤0.01%
9
883
$0 ﹤0.01%
6
884
$0 ﹤0.01%
200
885
– –
-47
886
– –
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887
– –
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888
– –
-2,391
889
$0 ﹤0.01%
2,000
890
$0 ﹤0.01%
6
891
– –
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892
$0 ﹤0.01%
2
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893
$0 ﹤0.01%
24
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894
– –
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895
$0 ﹤0.01%
2
896
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897
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+2
898
$0 ﹤0.01%
27
-50
899
$0 ﹤0.01%
2
900
– –
-62
34 35
36
37 38