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%
+42
702
$3K ﹤0.01%
85
+38
703
$3K ﹤0.01%
10
+3
704
$3K ﹤0.01%
3
+2
705
$3K ﹤0.01%
17
706
$3K ﹤0.01%
+575
707
$3K ﹤0.01%
77
708
$3K ﹤0.01%
+103
709
$3K ﹤0.01%
11
+6
710
$3K ﹤0.01%
17
711
$3K ﹤0.01%
224
712
$3K ﹤0.01%
108
+86
713
$3K ﹤0.01%
+10
714
$3K ﹤0.01%
20
715
$3K ﹤0.01%
15
+3
716
$3K ﹤0.01%
15
717
$3K ﹤0.01%
47
-7
718
$3K ﹤0.01%
7
719
$3K ﹤0.01%
+55
720
$3K ﹤0.01%
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
27 28
29
30 31