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
$598M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$18.2M
3
+$17.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.9M
2
+$19.8M
3
+$8.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.12M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.9M

Sector Composition

1 Financials 2.55%
2 Technology 2.44%
3 Healthcare 1.25%
4 Energy 1.14%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.08%
30,000
77
$440K 0.07%
4,489
-243
78
$436K 0.07%
15,203
+91
79
$429K 0.07%
3,722
+77
80
$428K 0.07%
3,596
-4
81
$403K 0.07%
4,972
+233
82
$357K 0.06%
1,456
+83
83
$339K 0.06%
1,183
+25
84
$339K 0.06%
6,477
+21
85
$338K 0.06%
1,884
-390
86
$333K 0.06%
4,319
+198
87
$320K 0.05%
2,426
+37
88
$319K 0.05%
5,610
+496
89
$315K 0.05%
4,491
+37
90
$315K 0.05%
2,686
+236
91
$307K 0.05%
4,224
+416
92
$304K 0.05%
2,204
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93
$303K 0.05%
1,013
+83
94
$301K 0.05%
6,644
+160
95
$294K 0.05%
636
-48
96
$289K 0.05%
5,023
+448
97
$284K 0.05%
5,027
+489
98
$279K 0.05%
4,622
-521
99
$278K 0.05%
1,251
+73
100
$276K 0.05%
4,696
2 3
4
5 6