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
51
$589K 0.14%
2,157
-132
52
$583K 0.14%
5,490
-90
53
$576K 0.14%
3,455
-84
54
$554K 0.13%
5,080
+1,480
55
$529K 0.13%
10,098
+516
56
$513K 0.12%
4,781
+316
57
$513K 0.12%
2,292
-19
58
$486K 0.12%
4,924
-6
59
$426K 0.1%
13,687
+824
60
$424K 0.1%
2,949
-124
61
$416K 0.1%
2,946
+191
62
$415K 0.1%
5,391
+222
63
$410K 0.1%
3,721
64
$400K 0.1%
4,315
+341
65
$400K 0.1%
26,410
+100
66
$385K 0.09%
5,063
+551
67
$378K 0.09%
7,443
+1,262
68
$369K 0.09%
2,402
+180
69
$353K 0.09%
1,288
+33
70
$346K 0.08%
5,501
+730
71
$345K 0.08%
802
+346
72
$333K 0.08%
15,336
-88
73
$322K 0.08%
1,766
+200
74
$311K 0.08%
3,414
+291
75
$311K 0.08%
4,364
+28
1 2
3
4 5