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
876
$1K ﹤0.01%
14
-42
877
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17
878
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25
879
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7
-7
880
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375
-390
881
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29
+10
882
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37
883
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25
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885
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8
886
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25
887
$1K ﹤0.01%
+92
888
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26
889
$1K ﹤0.01%
4
890
$1K ﹤0.01%
+12
891
$1K ﹤0.01%
8
892
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5
893
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15
+8
894
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11
-140
895
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40
896
$1K ﹤0.01%
15
897
$1K ﹤0.01%
7
898
$1K ﹤0.01%
29
899
$1K ﹤0.01%
50
900
$1K ﹤0.01%
5
-13
34 35
36
37 38