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
801
$1K ﹤0.01%
10
-6
802
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20
803
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10
804
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123
-28
805
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7
806
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8
807
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17
-374
808
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20
809
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25
-5
810
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4
811
$1K ﹤0.01%
3
812
$1K ﹤0.01%
19
813
$1K ﹤0.01%
4
814
$1K ﹤0.01%
7
815
$1K ﹤0.01%
7
816
$1K ﹤0.01%
143
817
$1K ﹤0.01%
38
818
$1K ﹤0.01%
37
-59
819
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28
820
$1K ﹤0.01%
6
-4
821
$1K ﹤0.01%
20
-12
822
$1K ﹤0.01%
+50
823
$1K ﹤0.01%
8
824
$1K ﹤0.01%
5
+4
825
$1K ﹤0.01%
+15
31 32
33
34 35