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
126
$205K 0.03%
522
-83
127
$199K 0.03%
1,117
128
$192K 0.03%
925
+7
129
$176K 0.03%
2,376
+101
130
$173K 0.03%
3,589
131
$173K 0.03%
4,246
+1
132
$172K 0.03%
+1,094
133
$171K 0.03%
836
+1
134
$168K 0.03%
1,476
+65
135
$168K 0.03%
5,537
+419
136
$167K 0.03%
5,386
-653
137
$163K 0.03%
3,857
-81,148
138
$162K 0.03%
1,287
+122
139
$156K 0.03%
737
+16
140
$154K 0.03%
2,053
+185
141
$154K 0.03%
3,490
142
$153K 0.03%
352
143
$147K 0.02%
203
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144
$147K 0.02%
3,243
145
$146K 0.02%
2,570
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146
$139K 0.02%
723
-5
147
$137K 0.02%
608
+28
148
$134K 0.02%
634
-88
149
$134K 0.02%
8,372
-1,665
150
$131K 0.02%
909
+58
4 5
6
7 8