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
101
$378K 0.05%
4,804
+331
102
$376K 0.05%
1,536
-36
103
$374K 0.05%
2,404
+255
104
$367K 0.05%
3,625
-2,704
105
$365K 0.05%
1,413
-84
106
$363K 0.05%
9,338
+800
107
$362K 0.05%
2,310
-64
108
$332K 0.05%
1,712
+147
109
$330K 0.05%
4,869
+62
110
$327K 0.04%
2,391
+160
111
$326K 0.04%
4,390
-667
112
$325K 0.04%
843
113
$320K 0.04%
2,266
+15
114
$319K 0.04%
5,593
+541
115
$318K 0.04%
968
+316
116
$315K 0.04%
9,766
+835
117
$309K 0.04%
3,166
+274
118
$299K 0.04%
551
+47
119
$297K 0.04%
2,541
+222
120
$294K 0.04%
3,589
121
$293K 0.04%
2,473
+258
122
$283K 0.04%
8,960
+2,515
123
$280K 0.04%
1,301
+139
124
$275K 0.04%
3,804
-1
125
$245K 0.03%
7,186
+210
3 4
5
6 7