FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$9.77M
2
+$9.52M
3
+$8.09M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M

Top Sells

1
+$13.4M
2
+$9.6M
3
+$7.34M
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
+$2.91M

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
726
$3K ﹤0.01%
32
727
$2K ﹤0.01%
27
728
$2K ﹤0.01%
48
+18
729
$2K ﹤0.01%
130
730
$2K ﹤0.01%
70
+25
731
$2K ﹤0.01%
25
732
$2K ﹤0.01%
20
733
$2K ﹤0.01%
8
734
$2K ﹤0.01%
27
735
$2K ﹤0.01%
10
736
$2K ﹤0.01%
149
-83
737
$2K ﹤0.01%
39
-8
738
$2K ﹤0.01%
9
-6
739
$2K ﹤0.01%
31
740
$2K ﹤0.01%
16
-43
741
$2K ﹤0.01%
54
-200
742
$2K ﹤0.01%
18
+9
743
$2K ﹤0.01%
5
744
$2K ﹤0.01%
38
-45
745
$2K ﹤0.01%
56
746
$2K ﹤0.01%
45
+34
747
$2K ﹤0.01%
5
748
$2K ﹤0.01%
13
+10
749
$2K ﹤0.01%
15
-13
750
$2K ﹤0.01%
5
28 29
30
31 32