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
901
– –
-851
902
– –
-363
903
– –
-248
904
$0 ﹤0.01%
11
905
– –
-31
906
$0 ﹤0.01%
10
907
$0 ﹤0.01%
1
908
$0 ﹤0.01%
2
909
– –
-444
910
$0 ﹤0.01%
+14
911
– –
0
912
$0 ﹤0.01%
4
-48
913
– –
-3
914
– –
-20
915
– –
-50
916
$0 ﹤0.01%
+3
917
– –
-1,245
918
$0 ﹤0.01%
8
919
$0 ﹤0.01%
4
920
$0 ﹤0.01%
2
921
$0 ﹤0.01%
1
-1
922
$0 ﹤0.01%
32
923
$0 ﹤0.01%
71
924
$0 ﹤0.01%
12
-1
925
– –
-305
35 36
37
38 39