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
651
$4K ﹤0.01%
39
+18
652
$4K ﹤0.01%
400
653
$4K ﹤0.01%
54
654
$4K ﹤0.01%
87
+40
655
$4K ﹤0.01%
443
656
$4K ﹤0.01%
43
+35
657
$4K ﹤0.01%
61
658
$4K ﹤0.01%
690
659
$4K ﹤0.01%
32
660
$4K ﹤0.01%
+53
661
$4K ﹤0.01%
1
662
$4K ﹤0.01%
+48
663
$4K ﹤0.01%
400
664
$4K ﹤0.01%
82
665
$4K ﹤0.01%
22
-17
666
$4K ﹤0.01%
33
+7
667
$4K ﹤0.01%
181
668
$4K ﹤0.01%
43
+15
669
$4K ﹤0.01%
7
670
$4K ﹤0.01%
108
671
$4K ﹤0.01%
+106
672
$4K ﹤0.01%
15
673
$4K ﹤0.01%
4
674
$4K ﹤0.01%
+185
675
$4K ﹤0.01%
1,383
25 26
27
28 29