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
826
$1K ﹤0.01%
28
-34
827
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40
828
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18
829
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37
830
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+12
831
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200
832
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42
833
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100
834
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24
835
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6
836
$1K ﹤0.01%
3
-1
837
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6
+3
838
$1K ﹤0.01%
4
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839
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21
840
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14
-5
841
$1K ﹤0.01%
15
842
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10
843
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844
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3
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845
$1K ﹤0.01%
47
846
$1K ﹤0.01%
72
847
$1K ﹤0.01%
50
-65
848
$1K ﹤0.01%
7
849
$1K ﹤0.01%
60
850
$1K ﹤0.01%
17
32 33
34
35 36