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
676
$3K ﹤0.01%
108
+86
677
$3K ﹤0.01%
300
678
$3K ﹤0.01%
42
-170
679
$3K ﹤0.01%
35
680
$3K ﹤0.01%
55
-21
681
$3K ﹤0.01%
+22
682
$3K ﹤0.01%
96
+44
683
$3K ﹤0.01%
35
684
$3K ﹤0.01%
36
685
$3K ﹤0.01%
61
686
$3K ﹤0.01%
+66
687
$3K ﹤0.01%
+96
688
$3K ﹤0.01%
925
-267
689
$3K ﹤0.01%
30
690
$3K ﹤0.01%
+17
691
$3K ﹤0.01%
177
+45
692
$3K ﹤0.01%
20
-32
693
$3K ﹤0.01%
+73
694
$3K ﹤0.01%
+125
695
$3K ﹤0.01%
288
+249
696
$3K ﹤0.01%
+13
697
$3K ﹤0.01%
150
698
$3K ﹤0.01%
+35
699
$3K ﹤0.01%
100
700
$3K ﹤0.01%
12
26 27
28
29 30