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
$598M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$18.2M
3
+$17.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.66M

Top Sells

1
+$31.9M
2
+$19.8M
3
+$8.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.12M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.9M

Sector Composition

1 Financials 2.55%
2 Technology 2.44%
3 Healthcare 1.25%
4 Energy 1.14%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$0 ﹤0.01%
+1
1052
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-104,057
1053
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1054
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4
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1055
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8
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-3,500
1057
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1058
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1
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1
-6,013
1061
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1063
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1064
$0 ﹤0.01%
3
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143
1067
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1068
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1069
$0 ﹤0.01%
+8
1070
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1071
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$0 ﹤0.01%
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– –
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1075
$0 ﹤0.01%
+5
41 42
43
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