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
551
$8K ﹤0.01%
166
552
$7K ﹤0.01%
195
553
$7K ﹤0.01%
90
+27
554
$7K ﹤0.01%
125
+50
555
$7K ﹤0.01%
159
556
$7K ﹤0.01%
150
557
$7K ﹤0.01%
46
+6
558
$7K ﹤0.01%
80
+63
559
$7K ﹤0.01%
33
-104
560
$7K ﹤0.01%
250
-100
561
$7K ﹤0.01%
243
+233
562
$7K ﹤0.01%
72
+30
563
$7K ﹤0.01%
90
+41
564
$7K ﹤0.01%
145
-47
565
$7K ﹤0.01%
137
566
$7K ﹤0.01%
185
567
$7K ﹤0.01%
120
568
$7K ﹤0.01%
197
569
$7K ﹤0.01%
179
-233
570
$7K ﹤0.01%
568
571
$7K ﹤0.01%
141
-129
572
$7K ﹤0.01%
195
573
$7K ﹤0.01%
101
-3
574
$7K ﹤0.01%
258
-86
575
$7K ﹤0.01%
230
+150
21 22
23
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