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
1051
$0 ﹤0.01%
2
1052
$0 ﹤0.01%
2
1053
$0 ﹤0.01%
10
1054
– –
-3
1055
$0 ﹤0.01%
4
1056
$0 ﹤0.01%
+3
1057
– –
-12
1058
– –
-2
1059
– –
-1
1060
$0 ﹤0.01%
5
1061
$0 ﹤0.01%
25
1062
$0 ﹤0.01%
16
1063
– –
-191
1064
– –
-4
1065
– –
-229
1066
$0 ﹤0.01%
6
1067
$0 ﹤0.01%
9
1068
$0 ﹤0.01%
4
1069
$0 ﹤0.01%
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