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
201
$87K 0.01%
+1,038
202
$87K 0.01%
886
+291
203
$85K 0.01%
638
-72
204
$85K 0.01%
12,612
+6,084
205
$84K 0.01%
770
206
$84K 0.01%
960
-31,033
207
$84K 0.01%
117
+1
208
$83K 0.01%
483
209
$83K 0.01%
544
-16,969
210
$83K 0.01%
2,459
211
$81K 0.01%
176
-1
212
$80K 0.01%
1,611
213
$79K 0.01%
2,832
-423
214
$78K 0.01%
1,016
215
$78K 0.01%
1,378
+3
216
$77K 0.01%
4,271
+1,168
217
$77K 0.01%
1,435
218
$76K 0.01%
811
219
$75K 0.01%
+3,826
220
$75K 0.01%
949
+422
221
$74K 0.01%
166
-34
222
$74K 0.01%
732
+25
223
$74K 0.01%
1,190
-40
224
$73K 0.01%
474
225
$72K 0.01%
1,471
7 8
9
10 11