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
176
$118K 0.02%
651
+148
177
$117K 0.02%
300
178
$115K 0.02%
208
+5
179
$114K 0.02%
1,091
180
$113K 0.02%
516
+439
181
$113K 0.02%
1,453
-2,987
182
$110K 0.02%
5,264
183
$109K 0.02%
1,584
184
$109K 0.02%
3,267
-305
185
$109K 0.02%
408
-12
186
$108K 0.01%
424
-253
187
$108K 0.01%
1,322
+12
188
$107K 0.01%
2,443
189
$106K 0.01%
1,950
190
$102K 0.01%
3,768
191
$101K 0.01%
1,037
+21
192
$99K 0.01%
384
-401
193
$99K 0.01%
573
+26
194
$99K 0.01%
624
+319
195
$98K 0.01%
+680
196
$98K 0.01%
1,061
197
$97K 0.01%
548
198
$97K 0.01%
1,099
199
$95K 0.01%
433
+2
200
$95K 0.01%
3,737
6 7
8
9 10