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
901
$1K ﹤0.01%
4
902
$1K ﹤0.01%
6
-2
903
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16
-22,149
904
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12
-8
905
$1K ﹤0.01%
9
906
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17
907
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11
908
$1K ﹤0.01%
14
909
$1K ﹤0.01%
13
910
$1K ﹤0.01%
+500
911
$1K ﹤0.01%
37
912
$1K ﹤0.01%
55
913
$1K ﹤0.01%
5
914
$1K ﹤0.01%
12
915
$1K ﹤0.01%
+16
916
$1K ﹤0.01%
11
917
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60
918
$0 ﹤0.01%
+9
919
$0 ﹤0.01%
+2
920
$0 ﹤0.01%
9
921
$0 ﹤0.01%
+3
922
– –
-1,245
923
– –
-64
924
– –
-25
925
– –
-65
35 36
37
38 39