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
$412M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.78M
3
+$8.64M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.41M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.22M

Top Sells

1
+$13.1M
2
+$9.6M
3
+$6.76M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.97M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$2.62M

Sector Composition

1 Technology 2.44%
2 Financials 2.22%
3 Healthcare 1.48%
4 Energy 1.33%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.01%
970
227
$50K 0.01%
1,469
-203
228
$49K 0.01%
411
+400
229
$49K 0.01%
665
-57
230
$47K 0.01%
+1,992
231
$46K 0.01%
+487
232
$46K 0.01%
1,000
233
$46K 0.01%
+1,459
234
$46K 0.01%
261
-84
235
$46K 0.01%
790
-110
236
$45K 0.01%
232
-33
237
$45K 0.01%
93
238
$45K 0.01%
162
+155
239
$45K 0.01%
1,675
-236
240
$44K 0.01%
469
-227
241
$44K 0.01%
649
-91
242
$44K 0.01%
482
243
$43K 0.01%
144
+63
244
$42K 0.01%
3,109
245
$42K 0.01%
481
-66
246
$41K 0.01%
282
+154
247
$41K 0.01%
1,051
-335
248
$41K 0.01%
419
+357
249
$40K 0.01%
501
-4
250
$40K 0.01%
1,500
8 9
10
11 12