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
176
$107K 0.02%
425
177
$105K 0.02%
2,600
+52
178
$105K 0.02%
425
-1
179
$105K 0.02%
1,160
-33
180
$104K 0.02%
351
181
$104K 0.02%
6,935
+3,690
182
$103K 0.02%
254
+8
183
$103K 0.02%
300
184
$103K 0.02%
1,108
185
$101K 0.02%
832
186
$100K 0.02%
1,514
187
$99K 0.02%
1,602
+52
188
$98K 0.02%
976
-22
189
$96K 0.02%
429
190
$96K 0.02%
1,132
-33,936
191
$95K 0.02%
9,475
192
$94K 0.02%
2,102
-2,098
193
$92K 0.02%
1,410
194
$91K 0.02%
1,025
-274
195
$90K 0.02%
1,659
196
$90K 0.02%
897
+2
197
$89K 0.01%
417
-360
198
$88K 0.01%
930
-13
199
$88K 0.01%
307
200
$87K 0.01%
1,353
-56,511
6 7
8
9 10