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
451
$13K ﹤0.01%
485
452
$13K ﹤0.01%
+75
453
$12K ﹤0.01%
774
454
$12K ﹤0.01%
+610
455
$12K ﹤0.01%
7
+6
456
$12K ﹤0.01%
+457
457
$12K ﹤0.01%
502
-115
458
$12K ﹤0.01%
217
-25
459
$12K ﹤0.01%
124
+45
460
$12K ﹤0.01%
159
461
$12K ﹤0.01%
150
462
$12K ﹤0.01%
30
+3
463
$12K ﹤0.01%
1,000
464
$12K ﹤0.01%
+640
465
$12K ﹤0.01%
572
466
$12K ﹤0.01%
162
467
$12K ﹤0.01%
541
468
$12K ﹤0.01%
38
+14
469
$12K ﹤0.01%
294
-30
470
$12K ﹤0.01%
500
471
$12K ﹤0.01%
165
+2
472
$11K ﹤0.01%
117
+51
473
$11K ﹤0.01%
65
+45
474
$11K ﹤0.01%
5
-7
475
$11K ﹤0.01%
182
17 18
19
20 21