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
976
– –
-1,036
977
– –
-468
978
$0 ﹤0.01%
2
-1
979
– –
-476
980
$0 ﹤0.01%
24
981
$0 ﹤0.01%
11
982
– –
-66,358
983
– –
-4
984
– –
-11
985
– –
-580
986
– –
-998
987
$0 ﹤0.01%
+8
988
$0 ﹤0.01%
2
989
– –
-150
990
$0 ﹤0.01%
2
991
– –
-1,023
992
– –
-3,270
993
$0 ﹤0.01%
+1
994
$0 ﹤0.01%
5
995
– –
0
996
– –
-20
997
$0 ﹤0.01%
3
-1
998
– –
-15
999
$0 ﹤0.01%
1
1000
$0 ﹤0.01%
14
38 39
40
41 42