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
476
$11K ﹤0.01%
752
477
$11K ﹤0.01%
412
478
$11K ﹤0.01%
1,000
479
$11K ﹤0.01%
253
+53
480
$11K ﹤0.01%
428
+264
481
$11K ﹤0.01%
231
+38
482
$11K ﹤0.01%
4,800
483
$11K ﹤0.01%
61
+18
484
$11K ﹤0.01%
625
-45
485
$11K ﹤0.01%
36
+26
486
$11K ﹤0.01%
+100
487
$11K ﹤0.01%
388
+55
488
$11K ﹤0.01%
420
+346
489
$11K ﹤0.01%
689
+69
490
$11K ﹤0.01%
100
491
$11K ﹤0.01%
50
+9
492
$11K ﹤0.01%
301
+29
493
$11K ﹤0.01%
142
+18
494
$10K ﹤0.01%
150
495
$10K ﹤0.01%
+120
496
$10K ﹤0.01%
175
+87
497
$10K ﹤0.01%
58
-43
498
$10K ﹤0.01%
+319
499
$10K ﹤0.01%
142
+18
500
$10K ﹤0.01%
112
+28
18 19
20
21 22