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
76
$298K 0.07%
6,130
+370
77
$296K 0.07%
3,294
-163
78
$293K 0.07%
1,651
+117
79
$275K 0.07%
6,451
-4,657
80
$269K 0.07%
7,041
+138
81
$268K 0.07%
3,235
+593
82
$265K 0.06%
1,322
-10
83
$261K 0.06%
6,237
-236
84
$260K 0.06%
7,266
+1,906
85
$258K 0.06%
519
86
$256K 0.06%
2,851
+333
87
$255K 0.06%
1,048
-11
88
$254K 0.06%
4,117
+585
89
$253K 0.06%
959
+275
90
$248K 0.06%
4,222
+1,549
91
$240K 0.06%
1,702
+386
92
$231K 0.06%
1,807
+224
93
$215K 0.05%
1,279
+64
94
$215K 0.05%
1,237
+69
95
$213K 0.05%
1,267
+50
96
$209K 0.05%
9,955
-1,173
97
$199K 0.05%
1,530
+304
98
$191K 0.05%
1,411
+216
99
$186K 0.05%
1,751
+81
100
$180K 0.04%
2,874
+414
2 3
4
5 6