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
401
$15K ﹤0.01%
359
402
$15K ﹤0.01%
1,049
+23
403
$15K ﹤0.01%
207
404
$15K ﹤0.01%
1,210
+28
405
$15K ﹤0.01%
60
-6
406
$15K ﹤0.01%
+179
407
$15K ﹤0.01%
477
408
$15K ﹤0.01%
478
+80
409
$15K ﹤0.01%
89
+2
410
$15K ﹤0.01%
456
+427
411
$15K ﹤0.01%
361
412
$15K ﹤0.01%
248
+36
413
$15K ﹤0.01%
45
-7
414
$15K ﹤0.01%
175
+32
415
$15K ﹤0.01%
233
-88
416
$15K ﹤0.01%
+162
417
$15K ﹤0.01%
337
+191
418
$15K ﹤0.01%
472
+52
419
$14K ﹤0.01%
29
+14
420
$14K ﹤0.01%
433
421
$14K ﹤0.01%
93
+34
422
$14K ﹤0.01%
339
+271
423
$14K ﹤0.01%
131
+126
424
$14K ﹤0.01%
311
425
$14K ﹤0.01%
1,281
15 16
17
18 19