FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$39.2M
2
+$16.6M
3
+$8.46M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.6M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.84M

Top Sells

1
+$22.8M
2
+$15.5M
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
+$3.58M

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%
+4
877
$1K ﹤0.01%
20
878
$1K ﹤0.01%
6
-25
879
$1K ﹤0.01%
26
-14
880
$1K ﹤0.01%
7
881
$0 ﹤0.01%
15
882
$0 ﹤0.01%
10
883
– –
-3
884
$0 ﹤0.01%
4
885
$0 ﹤0.01%
+3
886
– –
-12
887
– –
-2
888
– –
-1
889
$0 ﹤0.01%
5
890
$0 ﹤0.01%
25
891
$0 ﹤0.01%
16
892
– –
-191
893
– –
-4
894
– –
-229
895
$0 ﹤0.01%
6
896
$0 ﹤0.01%
9
897
$0 ﹤0.01%
12
898
$0 ﹤0.01%
4
899
$0 ﹤0.01%
1
900
– –
-108,534
34 35
36
37 38