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
251
$39K 0.01%
842
+277
252
$39K 0.01%
1,758
-246
253
$39K 0.01%
635
+272
254
$39K 0.01%
+1,317
255
$38K 0.01%
+415
256
$38K 0.01%
279
+11
257
$38K 0.01%
244
+143
258
$37K 0.01%
134
-21
259
$37K 0.01%
952
260
$37K 0.01%
+3,406
261
$37K 0.01%
243
+153
262
$36K 0.01%
1,635
-291
263
$36K 0.01%
3,635
264
$36K 0.01%
+808
265
$36K 0.01%
264
+162
266
$36K 0.01%
+2,659
267
$35K 0.01%
2,000
268
$35K 0.01%
1,980
-370
269
$35K 0.01%
668
-259
270
$35K 0.01%
1,399
271
$34K 0.01%
1,075
272
$34K 0.01%
513
+91
273
$34K 0.01%
52
+4
274
$34K 0.01%
2,700
-390
275
$34K 0.01%
583
+24
9 10
11
12 13