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
$0 ﹤0.01%
3
1027
– –
-50
1028
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-4
1029
$0 ﹤0.01%
2
1030
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-537
1031
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-441
1032
$0 ﹤0.01%
2
1033
$0 ﹤0.01%
4
1034
– –
-231
1035
– –
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1036
– –
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1037
$0 ﹤0.01%
4
1038
$0 ﹤0.01%
2
1039
$0 ﹤0.01%
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1040
$0 ﹤0.01%
3
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1041
$0 ﹤0.01%
100
1042
$0 ﹤0.01%
3
1043
$0 ﹤0.01%
40
1044
– –
-1
1045
$0 ﹤0.01%
3
1046
$0 ﹤0.01%
3
1047
– –
-3,333
1048
$0 ﹤0.01%
2
1049
$0 ﹤0.01%
2
1050
$0 ﹤0.01%
10
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