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
826
$1K ﹤0.01%
17
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827
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828
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-5
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4
830
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3
831
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832
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4
833
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7
834
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835
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143
836
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38
837
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37
-59
838
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839
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6
-4
840
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20
-12
841
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+50
842
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8
843
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5
+4
844
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+15
845
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50
846
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28
-15
847
$1K ﹤0.01%
2
+1
848
$1K ﹤0.01%
28
-34
849
$1K ﹤0.01%
40
850
$1K ﹤0.01%
18
32 33
34
35 36