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
1076
$0 ﹤0.01%
+2
1077
– –
-13
1078
– –
-152
1079
– –
-7
1080
– –
-430
1081
– –
-430
1082
– –
-318
1083
$0 ﹤0.01%
4
-221
1084
– –
-6
1085
– –
-319
1086
– –
-68
1087
– –
-1,499
1088
– –
-3
1089
$0 ﹤0.01%
5
-12
1090
– –
-690
1091
– –
-635
1092
– –
-321
1093
– –
-12
1094
– –
-14
1095
$0 ﹤0.01%
1
1096
– –
-163
1097
$0 ﹤0.01%
4
1098
$0 ﹤0.01%
10
1099
– –
-14
1100
– –
-8
42 43
44
45 46