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
301
$29K 0.01%
258
+49
302
$29K 0.01%
365
-3
303
$29K 0.01%
612
+87
304
$28K 0.01%
794
-163
305
$28K 0.01%
182
+46
306
$28K 0.01%
962
307
$27K 0.01%
125
-35
308
$27K 0.01%
+200
309
$27K 0.01%
320
+108
310
$27K 0.01%
89
+57
311
$26K 0.01%
+2,604
312
$26K 0.01%
476
+20
313
$26K 0.01%
468
+253
314
$26K 0.01%
+4,766
315
$26K 0.01%
139
316
$25K 0.01%
549
317
$25K 0.01%
626
+140
318
$25K 0.01%
424
+5
319
$25K 0.01%
500
320
$25K 0.01%
589
+9
321
$25K 0.01%
480
+464
322
$25K 0.01%
494
+123
323
$25K 0.01%
305
324
$25K 0.01%
806
325
$24K 0.01%
1,552
-79
11 12
13
14 15