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
76
$634K 0.09%
1,358
+129
77
$628K 0.09%
2,106
+13
78
$576K 0.08%
20,600
+1,511
79
$571K 0.08%
5,702
-1,362
80
$562K 0.08%
5,280
-2,570
81
$523K 0.07%
15,993
-11,800
82
$495K 0.07%
12,435
-1,581
83
$489K 0.07%
2,962
+370
84
$481K 0.07%
6,848
+882
85
$478K 0.07%
7,193
+1,743
86
$473K 0.06%
6,221
+1,261
87
$471K 0.06%
3,807
+229
88
$454K 0.06%
9,557
+532
89
$448K 0.06%
1,617
+81
90
$432K 0.06%
6,297
+419
91
$429K 0.06%
3,824
+720
92
$428K 0.06%
5,887
-1,126
93
$428K 0.06%
4,774
+408
94
$427K 0.06%
3,093
+326
95
$418K 0.06%
492
+2
96
$416K 0.06%
1,330
-14
97
$410K 0.06%
2,767
+596
98
$398K 0.05%
3,651
+318
99
$393K 0.05%
4,050
-138
100
$383K 0.05%
2,770
+221
2 3
4
5 6