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
951
– –
-100
952
– –
-852
953
– –
-28
954
– –
-13
955
$0 ﹤0.01%
10
956
– –
-157
957
$0 ﹤0.01%
10
958
– –
-1,088
959
– –
-2
960
$0 ﹤0.01%
14
961
$0 ﹤0.01%
7
962
$0 ﹤0.01%
+10
963
– –
-36
964
– –
-30
965
$0 ﹤0.01%
5
-41
966
$0 ﹤0.01%
+4
967
$0 ﹤0.01%
12
-2
968
– –
-13
969
– –
-21
970
– –
0
971
$0 ﹤0.01%
3
972
$0 ﹤0.01%
10
973
– –
-7
974
$0 ﹤0.01%
8
975
– –
-131
37 38
39
40 41