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
501
$10K ﹤0.01%
60
-41
502
$10K ﹤0.01%
+398
503
$10K ﹤0.01%
132
504
$10K ﹤0.01%
87
+12
505
$10K ﹤0.01%
21
+2
506
$10K ﹤0.01%
1,000
507
$10K ﹤0.01%
2,100
+2,060
508
$10K ﹤0.01%
1,046
509
$10K ﹤0.01%
418
510
$10K ﹤0.01%
36
511
$10K ﹤0.01%
87
512
$10K ﹤0.01%
50
-15
513
$10K ﹤0.01%
120
514
$9K ﹤0.01%
75
+28
515
$9K ﹤0.01%
39
+8
516
$9K ﹤0.01%
179
-85
517
$9K ﹤0.01%
254
+201
518
$9K ﹤0.01%
67
519
$9K ﹤0.01%
177
-486
520
$9K ﹤0.01%
101
+53
521
$9K ﹤0.01%
376
+12
522
$9K ﹤0.01%
186
+48
523
$9K ﹤0.01%
666
524
$9K ﹤0.01%
355
-18
525
$9K ﹤0.01%
1,830
+951
19 20
21
22 23