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
701
$3K ﹤0.01%
100
702
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57
703
$3K ﹤0.01%
+42
704
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85
+38
705
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10
+3
706
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3
+2
707
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17
708
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709
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+103
710
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11
+6
711
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17
712
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224
713
$3K ﹤0.01%
+10
714
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20
715
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15
+3
716
$3K ﹤0.01%
15
717
$3K ﹤0.01%
47
-7
718
$3K ﹤0.01%
7
719
$3K ﹤0.01%
+55
720
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35
721
$3K ﹤0.01%
68
+48
722
$3K ﹤0.01%
65
723
$3K ﹤0.01%
265
724
$3K ﹤0.01%
900
+100
725
$3K ﹤0.01%
32
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