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
351
$20K ﹤0.01%
209
+69
352
$20K ﹤0.01%
349
353
$20K ﹤0.01%
173
-47
354
$20K ﹤0.01%
51
+22
355
$20K ﹤0.01%
208
-25
356
$19K ﹤0.01%
79
+3
357
$19K ﹤0.01%
531
+43
358
$19K ﹤0.01%
+869
359
$19K ﹤0.01%
500
360
$19K ﹤0.01%
665
361
$19K ﹤0.01%
398
+99
362
$19K ﹤0.01%
1,500
363
$19K ﹤0.01%
377
364
$19K ﹤0.01%
317
+67
365
$19K ﹤0.01%
94
+30
366
$19K ﹤0.01%
564
+148
367
$19K ﹤0.01%
406
368
$19K ﹤0.01%
109
-41
369
$19K ﹤0.01%
+1,950
370
$18K ﹤0.01%
352
371
$18K ﹤0.01%
123
+72
372
$18K ﹤0.01%
84
+33
373
$18K ﹤0.01%
1,663
+15
374
$18K ﹤0.01%
376
375
$18K ﹤0.01%
1,355
+18
13 14
15
16 17