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
726
$3K ﹤0.01%
+575
727
$2K ﹤0.01%
39
+31
728
$2K ﹤0.01%
115
-4
729
$2K ﹤0.01%
200
730
$2K ﹤0.01%
54
-200
731
$2K ﹤0.01%
18
+9
732
$2K ﹤0.01%
5
733
$2K ﹤0.01%
38
-45
734
$2K ﹤0.01%
56
735
$2K ﹤0.01%
45
+34
736
$2K ﹤0.01%
5
737
$2K ﹤0.01%
13
+10
738
$2K ﹤0.01%
15
-13
739
$2K ﹤0.01%
5
740
$2K ﹤0.01%
54
741
$2K ﹤0.01%
57
-10
742
$2K ﹤0.01%
32
+5
743
$2K ﹤0.01%
24
744
$2K ﹤0.01%
46
745
$2K ﹤0.01%
42
746
$2K ﹤0.01%
+22
747
$2K ﹤0.01%
90
+20
748
$2K ﹤0.01%
87
749
$2K ﹤0.01%
61
750
$2K ﹤0.01%
100
28 29
30
31 32