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
1051
– –
-25
1052
– –
-50
1053
– –
-4
1054
$0 ﹤0.01%
2
1055
– –
-537
1056
– –
-441
1057
$0 ﹤0.01%
2
1058
$0 ﹤0.01%
4
1059
– –
-231
1060
– –
-282
1061
– –
-17
1062
$0 ﹤0.01%
4
1063
$0 ﹤0.01%
2
1064
$0 ﹤0.01%
8
1065
$0 ﹤0.01%
3
+1
1066
$0 ﹤0.01%
100
1067
$0 ﹤0.01%
3
1068
$0 ﹤0.01%
40
39 40 41 42
43