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
876
$1K ﹤0.01%
33
+1
877
$1K ﹤0.01%
21
+11
878
$1K ﹤0.01%
10
879
$1K ﹤0.01%
29
880
$1K ﹤0.01%
4
881
$0 ﹤0.01%
5
882
$0 ﹤0.01%
9
883
– –
-531
884
– –
-12
885
$0 ﹤0.01%
+10
886
$0 ﹤0.01%
17
887
– –
-512
888
– –
-6
889
$0 ﹤0.01%
14
890
– –
-4,456
891
– –
-2,239
892
– –
-27,664
893
– –
-1,916
894
– –
-5,666
895
– –
-3,333
896
– –
-5,000
897
– –
-4,333
898
$0 ﹤0.01%
7
899
– –
-8
900
– –
-487
34 35
36
37 38