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
901
$1K ﹤0.01%
17
902
$1K ﹤0.01%
7
903
$1K ﹤0.01%
11
904
$1K ﹤0.01%
4
905
$1K ﹤0.01%
6
-2
906
$1K ﹤0.01%
16
-22,149
907
$1K ﹤0.01%
+9
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
$1K ﹤0.01%
60
918
$0 ﹤0.01%
+29
919
$0 ﹤0.01%
5
920
– –
-19
921
$0 ﹤0.01%
4
-10
922
$0 ﹤0.01%
+2
923
$0 ﹤0.01%
2
924
$0 ﹤0.01%
32
925
– –
-14
35 36
37
38 39