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
601
$5K ﹤0.01%
+44
602
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21
+10
603
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45
-11
604
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26
+8
605
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38
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607
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62
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608
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55
-5
610
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70
-28
611
$5K ﹤0.01%
+120
612
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39
+3
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$5K ﹤0.01%
119
-4
614
$5K ﹤0.01%
21
+19
615
$5K ﹤0.01%
24
-1
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$5K ﹤0.01%
51
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617
$5K ﹤0.01%
44
+20
618
$5K ﹤0.01%
53
-102
619
$5K ﹤0.01%
33
+20
620
$5K ﹤0.01%
20
621
$5K ﹤0.01%
34
+6
622
$5K ﹤0.01%
63
+46
623
$5K ﹤0.01%
300
+200
624
$5K ﹤0.01%
87
+16
625
$5K ﹤0.01%
42
+10
23 24
25
26 27