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
926
– –
-1,997
927
– –
-282
928
– –
-1,009
929
– –
-237
930
– –
-5,431
931
– –
-670
932
– –
-20
933
– –
-1,092
934
– –
-327
935
– –
-465
936
– –
-1,000
937
– –
-555
938
$0 ﹤0.01%
+3
939
$0 ﹤0.01%
15
940
$0 ﹤0.01%
12
941
$0 ﹤0.01%
21
942
$0 ﹤0.01%
4
+2
943
$0 ﹤0.01%
+1
944
$0 ﹤0.01%
2
-1
945
$0 ﹤0.01%
5
946
$0 ﹤0.01%
4
947
$0 ﹤0.01%
3
948
– –
-6
949
– –
-25
950
$0 ﹤0.01%
6
36 37
38
39 40