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
201
$94K 0.01%
950
+263
202
$92K 0.01%
3,587
-597,347
203
$92K 0.01%
1,462
204
$90K 0.01%
776
+114
205
$90K 0.01%
917
206
$88K 0.01%
353
+11
207
$88K 0.01%
203
+176
208
$87K 0.01%
276
+22
209
$84K 0.01%
2,483
+17
210
$83K 0.01%
1,500
+17
211
$81K 0.01%
2,793
-33,559
212
$80K 0.01%
6,140
213
$80K 0.01%
1,301
-3
214
$80K 0.01%
879
+195
215
$77K 0.01%
811
216
$76K 0.01%
756
+92
217
$76K 0.01%
750
-124
218
$74K 0.01%
154
+129
219
$73K 0.01%
131
+22
220
$73K 0.01%
134
221
$72K 0.01%
1,471
222
$72K 0.01%
389
223
$72K 0.01%
+4,699
224
$71K 0.01%
466
-1
225
$71K 0.01%
126
+87
7 8
9
10 11