FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$39.2M
2
+$16.6M
3
+$8.46M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.6M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.84M

Top Sells

1
+$22.8M
2
+$15.5M
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
+$3.58M

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
– –
-1,023
1027
– –
-3,270
1028
$0 ﹤0.01%
+1
1029
$0 ﹤0.01%
5
1030
– –
-20
1031
$0 ﹤0.01%
1
1032
$0 ﹤0.01%
14
1033
$0 ﹤0.01%
2
1034
– –
-2
1035
– –
-1,325
1036
$0 ﹤0.01%
2
1037
$0 ﹤0.01%
1
1038
$0 ﹤0.01%
3
1039
$0 ﹤0.01%
2
1040
– –
-10
1041
$0 ﹤0.01%
2
1042
$0 ﹤0.01%
+3
1043
$0 ﹤0.01%
5
1044
$0 ﹤0.01%
8
1045
$0 ﹤0.01%
8
1046
– –
-500
1047
$0 ﹤0.01%
3
1048
– –
-5,000
1049
– –
-134
1050
$0 ﹤0.01%
3
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