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