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
1051
– –
-10,931
1052
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-143
1053
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-26
1054
– –
-14
1055
$0 ﹤0.01%
+4
1056
$0 ﹤0.01%
+29
1057
$0 ﹤0.01%
5
1058
– –
-19
1059
$0 ﹤0.01%
4
-10
1060
$0 ﹤0.01%
+2
1061
$0 ﹤0.01%
2
1062
$0 ﹤0.01%
32
1063
– –
-14
1064
$0 ﹤0.01%
71
1065
$0 ﹤0.01%
20
-10
1066
$0 ﹤0.01%
2
1067
– –
0
1068
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-85
1069
– –
-17
1070
– –
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1071
$0 ﹤0.01%
4
1072
– –
-950
1073
– –
-182
1074
$0 ﹤0.01%
+2
1075
– –
-13
41 42
43
44 45