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
376
$18K ﹤0.01%
320
+94
377
$18K ﹤0.01%
266
+59
378
$18K ﹤0.01%
2,646
379
$18K ﹤0.01%
133
+125
380
$17K ﹤0.01%
392
+97
381
$17K ﹤0.01%
429
382
$17K ﹤0.01%
406
-137
383
$17K ﹤0.01%
73
+31
384
$17K ﹤0.01%
543
+166
385
$17K ﹤0.01%
81
+37
386
$17K ﹤0.01%
100
387
$17K ﹤0.01%
62
+24
388
$17K ﹤0.01%
1,740
389
$17K ﹤0.01%
200
390
$17K ﹤0.01%
59
+20
391
$16K ﹤0.01%
66
+4
392
$16K ﹤0.01%
243
393
$16K ﹤0.01%
457
394
$16K ﹤0.01%
141
+55
395
$16K ﹤0.01%
903
396
$16K ﹤0.01%
97
+12
397
$16K ﹤0.01%
413
-109
398
$16K ﹤0.01%
+6,200
399
$15K ﹤0.01%
302
400
$15K ﹤0.01%
135
+3
14 15
16
17 18