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
151
$129K 0.02%
1,083
+7
152
$128K 0.02%
1,509
+54
153
$126K 0.02%
1,997
154
$126K 0.02%
2,154
155
$126K 0.02%
2,105
-78
156
$126K 0.02%
241
-32
157
$125K 0.02%
652
-10
158
$124K 0.02%
12,709
159
$124K 0.02%
644
160
$122K 0.02%
794
161
$121K 0.02%
3,534
+70
162
$121K 0.02%
1,270
163
$120K 0.02%
9,842
164
$119K 0.02%
3,199
165
$119K 0.02%
5,304
-1,423,716
166
$116K 0.02%
24,115
167
$115K 0.02%
662
-7
168
$115K 0.02%
1,981
169
$115K 0.02%
1,158
+36
170
$113K 0.02%
3,388
+18
171
$113K 0.02%
3,001
172
$109K 0.02%
4,437
+700
173
$108K 0.02%
5,940
174
$108K 0.02%
2,443
175
$108K 0.02%
925
-12
5 6
7
8 9