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%
4
877
$1K ﹤0.01%
5
878
$1K ﹤0.01%
1,000
879
$1K ﹤0.01%
37
880
$1K ﹤0.01%
4,431
881
$1K ﹤0.01%
+10
882
$0 ﹤0.01%
6
883
– –
-1,330
884
– –
-37
885
– –
-1,161
886
$0 ﹤0.01%
+25
887
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-1
888
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-8
889
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-5
890
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891
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892
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-4
893
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-1,090
894
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895
$0 ﹤0.01%
+2
896
– –
-995
897
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-2
898
$0 ﹤0.01%
10
899
$0 ﹤0.01%
10
900
– –
-34
34 35
36
37 38