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
26
$3.68M 0.89%
144,890
-36,395
27
$3.12M 0.76%
31,971
-12,689
28
$3.01M 0.73%
117,245
-19,445
29
$2.96M 0.72%
67,553
+3,742
30
$2.89M 0.7%
41,219
+40,933
31
$2.88M 0.7%
28,705
+19,793
32
$2.61M 0.63%
+31,431
33
$2.38M 0.58%
42,192
-1,677
34
$2.19M 0.53%
148,977
-33,330
35
$2.15M 0.52%
25,157
+751
36
$2.11M 0.51%
87,509
-2,996
37
$1.56M 0.38%
40,935
+15,803
38
$1.24M 0.3%
11,010
+1,392
39
$1.16M 0.28%
11,704
+1,281
40
$1.15M 0.28%
4,483
+904
41
$951K 0.23%
+14,880
42
$946K 0.23%
18,683
-5,715
43
$913K 0.22%
8,725
-2,225
44
$906K 0.22%
19,169
-4,900
45
$863K 0.21%
5,960
+261
46
$689K 0.17%
6,772
-165
47
$673K 0.16%
2,076
+381
48
$639K 0.16%
30,000
49
$628K 0.15%
2,796
-36
50
$611K 0.15%
3,987
-507
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