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
276
$33K 0.01%
70
-41
277
$33K 0.01%
356
+219
278
$33K 0.01%
147
-9
279
$32K 0.01%
+250
280
$32K 0.01%
1,775
281
$32K 0.01%
648
282
$32K 0.01%
1,773
283
$32K 0.01%
1,295
-179
284
$32K 0.01%
+3,103
285
$32K 0.01%
1,091
286
$32K 0.01%
570
+23
287
$32K 0.01%
452
+434
288
$32K 0.01%
815
+115
289
$32K 0.01%
+4,676
290
$31K 0.01%
121
+47
291
$31K 0.01%
1,078
+315
292
$31K 0.01%
185
+60
293
$31K 0.01%
125
+68
294
$31K 0.01%
447
+327
295
$31K 0.01%
334
+120
296
$30K 0.01%
109
-21
297
$30K 0.01%
1,262
-83
298
$30K 0.01%
449
-165
299
$30K 0.01%
375
300
$30K 0.01%
2,556
10 11
12
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