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
151
$177K 0.02%
764
-5
152
$177K 0.02%
2,413
-18
153
$174K 0.02%
3,843
154
$173K 0.02%
2,570
+820
155
$170K 0.02%
542
+303
156
$167K 0.02%
490
+272
157
$160K 0.02%
1,824
-776
158
$157K 0.02%
1,425
+5
159
$156K 0.02%
1,102
+332
160
$155K 0.02%
892
+30
161
$149K 0.02%
858
+5
162
$147K 0.02%
5,849
163
$143K 0.02%
428
164
$140K 0.02%
16,344
165
$140K 0.02%
276
+6
166
$138K 0.02%
454
+291
167
$133K 0.02%
2,563
168
$132K 0.02%
6,919
+64
169
$131K 0.02%
783
+2
170
$128K 0.02%
9,475
171
$128K 0.02%
2,955
172
$121K 0.02%
4,378
+376
173
$120K 0.02%
346
174
$120K 0.02%
1,690
+68
175
$120K 0.02%
2,072
-424
5 6
7
8 9