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
126
$243K 0.03%
952
-184
127
$242K 0.03%
551
-92
128
$241K 0.03%
1,483
-306
129
$234K 0.03%
3,169
-277
130
$228K 0.03%
967
+43
131
$225K 0.03%
995
+60
132
$224K 0.03%
1,320
+880
133
$222K 0.03%
971
-283
134
$222K 0.03%
672
+3
135
$222K 0.03%
504
+12
136
$217K 0.03%
826
+17
137
$209K 0.03%
204
+4
138
$209K 0.03%
4,301
+2,867
139
$207K 0.03%
2,682
-145
140
$207K 0.03%
1,453
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141
$205K 0.03%
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142
$198K 0.03%
3,322
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143
$198K 0.03%
995
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144
$191K 0.03%
896
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145
$189K 0.03%
1,294
-81
146
$187K 0.03%
1,257
-4
147
$183K 0.03%
743
-121
148
$181K 0.02%
798
-28
149
$180K 0.02%
8,391
-1,101,897
150
$179K 0.02%
1,294
+762
4 5
6
7 8