FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
1076
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1077
$0 ﹤0.01%
2
1078
$0 ﹤0.01%
7
1079
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1080
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-70
1081
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-481
1082
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-276
1083
$0 ﹤0.01%
1
1084
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-600
1085
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-359
1086
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1087
$0 ﹤0.01%
28
1088
$0 ﹤0.01%
+3
1089
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1090
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1091
$0 ﹤0.01%
+2
1092
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1093
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1094
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1095
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-7
1096
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1097
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-430
1098
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1099
$0 ﹤0.01%
4
-221
1100
– –
-6
42 43
44
45 46