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
326
$24K 0.01%
529
327
$24K 0.01%
747
328
$24K 0.01%
118
+7
329
$24K 0.01%
208
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330
$24K 0.01%
790
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331
$23K 0.01%
1,760
332
$23K 0.01%
255
-144,832
333
$23K 0.01%
900
+300
334
$22K 0.01%
3,500
335
$22K 0.01%
171
336
$22K 0.01%
2,828
-2,069
337
$22K 0.01%
45
+18
338
$22K 0.01%
47
+25
339
$22K 0.01%
525
+45
340
$22K 0.01%
316
+137
341
$22K 0.01%
1,330
+170
342
$22K 0.01%
96
+17
343
$21K 0.01%
101
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344
$21K 0.01%
217
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345
$21K 0.01%
2,600
346
$21K 0.01%
102
+4
347
$21K 0.01%
324
+35
348
$21K 0.01%
352
-4
349
$21K 0.01%
123
+9
350
$20K ﹤0.01%
118
+94
12 13
14
15 16