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
626
$5K ﹤0.01%
506
627
$5K ﹤0.01%
36
-16
628
$5K ﹤0.01%
+200
629
$5K ﹤0.01%
154
630
$5K ﹤0.01%
217
+204
631
$5K ﹤0.01%
104
+59
632
$5K ﹤0.01%
63
-17
633
$5K ﹤0.01%
26
-4
634
$5K ﹤0.01%
13
-3
635
$4K ﹤0.01%
44
-20
636
$4K ﹤0.01%
+299
637
$4K ﹤0.01%
100
638
$4K ﹤0.01%
54
639
$4K ﹤0.01%
114
640
$4K ﹤0.01%
200
641
$4K ﹤0.01%
36
+17
642
$4K ﹤0.01%
200
643
$4K ﹤0.01%
156
+85
644
$4K ﹤0.01%
28
-3
645
$4K ﹤0.01%
489
-834
646
$4K ﹤0.01%
103
-14
647
$4K ﹤0.01%
447
648
$4K ﹤0.01%
+46
649
$4K ﹤0.01%
26
+1
650
$4K ﹤0.01%
149
+131
24 25
26
27 28