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
576
$7K ﹤0.01%
90
+27
577
$7K ﹤0.01%
125
+50
578
$6K ﹤0.01%
69
+5
579
$6K ﹤0.01%
34
+25
580
$6K ﹤0.01%
90
-844
581
$6K ﹤0.01%
150
582
$6K ﹤0.01%
55
-51
583
$6K ﹤0.01%
49
+39
584
$6K ﹤0.01%
35
+13
585
$6K ﹤0.01%
97
+49
586
$6K ﹤0.01%
67
-11
587
$6K ﹤0.01%
306
588
$6K ﹤0.01%
267
+186
589
$6K ﹤0.01%
54
-3
590
$6K ﹤0.01%
52
-16
591
$6K ﹤0.01%
312
+93
592
$6K ﹤0.01%
31
+6
593
$6K ﹤0.01%
+394
594
$6K ﹤0.01%
+235
595
$6K ﹤0.01%
77
-30
596
$6K ﹤0.01%
250
597
$6K ﹤0.01%
240
+113
598
$6K ﹤0.01%
42
-49
599
$5K ﹤0.01%
12
600
$5K ﹤0.01%
255
+66
22 23
24
25 26