FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$9.77M
2
+$9.52M
3
+$8.09M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M

Top Sells

1
+$13.4M
2
+$9.6M
3
+$7.34M
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
+$2.91M

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
526
$9K ﹤0.01%
474
527
$9K ﹤0.01%
29
528
$8K ﹤0.01%
24
-3
529
$8K ﹤0.01%
14
530
$8K ﹤0.01%
144
+43
531
$8K ﹤0.01%
344
-152
532
$8K ﹤0.01%
+224
533
$8K ﹤0.01%
72
+40
534
$8K ﹤0.01%
78
-8
535
$8K ﹤0.01%
154
+67
536
$8K ﹤0.01%
+942
537
$8K ﹤0.01%
146
+28
538
$8K ﹤0.01%
632
539
$8K ﹤0.01%
645
540
$8K ﹤0.01%
135
+67
541
$8K ﹤0.01%
79
+16
542
$8K ﹤0.01%
1,353
-215
543
$8K ﹤0.01%
212
-238
544
$8K ﹤0.01%
126
545
$8K ﹤0.01%
100
546
$8K ﹤0.01%
100
-4
547
$8K ﹤0.01%
44
548
$8K ﹤0.01%
25
549
$8K ﹤0.01%
247
550
$8K ﹤0.01%
425
20 21
22
23 24