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
101
$275K 0.05%
10,870
+994
102
$269K 0.05%
5,471
+84
103
$268K 0.04%
2,466
+222
104
$265K 0.04%
3,921
+51
105
$260K 0.04%
4,066
-1,322
106
$259K 0.04%
4,334
+390
107
$257K 0.04%
2,036
+22
108
$250K 0.04%
2,841
+317
109
$247K 0.04%
843
-20
110
$247K 0.04%
8,278
+752
111
$247K 0.04%
649
+3
112
$243K 0.04%
2,137
+286
113
$242K 0.04%
2,124
+132
114
$239K 0.04%
1,170
115
$237K 0.04%
3,429
+171
116
$233K 0.04%
1,406
-92
117
$229K 0.04%
522
118
$224K 0.04%
6,302
+535
119
$223K 0.04%
1,991
+499
120
$220K 0.04%
926
+46
121
$218K 0.04%
3,721
+335
122
$213K 0.04%
1,739
+137
123
$212K 0.04%
712
+7
124
$208K 0.03%
743
-21
125
$205K 0.03%
381
-2
3 4
5
6 7