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
1001
– –
-15
1002
$0 ﹤0.01%
1
1003
$0 ﹤0.01%
14
1004
$0 ﹤0.01%
2
1005
$0 ﹤0.01%
2
-9
1006
$0 ﹤0.01%
6
1007
– –
-12
1008
– –
-13
1009
– –
-7
1010
$0 ﹤0.01%
+4
1011
$0 ﹤0.01%
200
1012
– –
-2
1013
– –
-1,325
1014
$0 ﹤0.01%
2
1015
$0 ﹤0.01%
1
1016
$0 ﹤0.01%
3
1017
$0 ﹤0.01%
2
1018
– –
-10
1019
$0 ﹤0.01%
2
1020
$0 ﹤0.01%
5
1021
$0 ﹤0.01%
8
1022
$0 ﹤0.01%
8
1023
– –
-500
1024
$0 ﹤0.01%
3
1025
– –
-5,000
39 40
41
42 43