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
776
$2K ﹤0.01%
26
777
$2K ﹤0.01%
60
778
$2K ﹤0.01%
70
779
$2K ﹤0.01%
+16
780
$2K ﹤0.01%
30
781
$2K ﹤0.01%
35
782
$2K ﹤0.01%
31
783
$2K ﹤0.01%
100
-19
784
$2K ﹤0.01%
144
-683
785
$2K ﹤0.01%
10
786
$2K ﹤0.01%
30
-8
787
$2K ﹤0.01%
12
788
$2K ﹤0.01%
6
789
$2K ﹤0.01%
+65
790
$2K ﹤0.01%
86
791
$2K ﹤0.01%
52
+4
792
$2K ﹤0.01%
11
793
$2K ﹤0.01%
46
-47
794
$2K ﹤0.01%
15
795
$2K ﹤0.01%
2
796
$1K ﹤0.01%
+9
797
$1K ﹤0.01%
9
798
$1K ﹤0.01%
7
799
$1K ﹤0.01%
108
-6
800
$1K ﹤0.01%
15
30 31
32
33 34