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
751
$2K ﹤0.01%
27
752
$2K ﹤0.01%
48
+18
753
$2K ﹤0.01%
130
754
$2K ﹤0.01%
70
+25
755
$2K ﹤0.01%
25
756
$2K ﹤0.01%
20
757
$2K ﹤0.01%
8
758
$2K ﹤0.01%
27
759
$2K ﹤0.01%
10
760
$2K ﹤0.01%
149
-83
761
$2K ﹤0.01%
39
-8
762
$2K ﹤0.01%
9
-6
763
$2K ﹤0.01%
31
764
$2K ﹤0.01%
16
-43
765
$2K ﹤0.01%
+7
766
$2K ﹤0.01%
64
-15
767
$2K ﹤0.01%
860
768
$2K ﹤0.01%
78
769
$2K ﹤0.01%
53
770
$2K ﹤0.01%
24
771
$2K ﹤0.01%
17
772
$2K ﹤0.01%
+100
773
$2K ﹤0.01%
9
774
$2K ﹤0.01%
86
-170
775
$2K ﹤0.01%
26
29 30
31
32 33