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
1026
– –
-134
1027
$0 ﹤0.01%
3
1028
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-25
1029
$0 ﹤0.01%
3
1030
– –
-50
1031
– –
-4
1032
$0 ﹤0.01%
2
1033
– –
-537
1034
– –
-441
1035
$0 ﹤0.01%
2
1036
$0 ﹤0.01%
4
1037
– –
-231
1038
– –
-282
1039
– –
-17
1040
$0 ﹤0.01%
4
1041
$0 ﹤0.01%
2
1042
$0 ﹤0.01%
8
1043
$0 ﹤0.01%
3
+1
1044
$0 ﹤0.01%
100
1045
$0 ﹤0.01%
3
1046
$0 ﹤0.01%
40
1047
– –
-1
1048
$0 ﹤0.01%
3
1049
$0 ﹤0.01%
3
1050
– –
-3,333
39 40 41
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