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
951
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952
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-580
953
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-998
954
$0 ﹤0.01%
+8
955
$0 ﹤0.01%
2
956
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-150
957
$0 ﹤0.01%
2
958
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2
-9
959
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6
960
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961
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962
$0 ﹤0.01%
200
963
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964
$0 ﹤0.01%
3
965
$0 ﹤0.01%
3
966
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967
$0 ﹤0.01%
2
968
$0 ﹤0.01%
2
969
– –
-3,333
970
– –
-5,000
971
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-670
972
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973
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-1,092
974
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975
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37 38
39
40 41