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
426
$14K ﹤0.01%
168
+29
427
$14K ﹤0.01%
775
428
$14K ﹤0.01%
307
+20
429
$14K ﹤0.01%
1,350
+548
430
$14K ﹤0.01%
100
431
$14K ﹤0.01%
144
+28
432
$14K ﹤0.01%
568
433
$13K ﹤0.01%
183
-11
434
$13K ﹤0.01%
101
+17
435
$13K ﹤0.01%
47
+36
436
$13K ﹤0.01%
+305
437
$13K ﹤0.01%
43
-22
438
$13K ﹤0.01%
109
439
$13K ﹤0.01%
840
440
$13K ﹤0.01%
384
+1
441
$13K ﹤0.01%
194
+113
442
$13K ﹤0.01%
199
+40
443
$13K ﹤0.01%
52
-8
444
$13K ﹤0.01%
83
+22
445
$13K ﹤0.01%
936
446
$13K ﹤0.01%
141
+31
447
$13K ﹤0.01%
500
448
$13K ﹤0.01%
107
+66
449
$13K ﹤0.01%
113
+96
450
$13K ﹤0.01%
279
-200
16 17
18
19 20