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
1126
– –
-14
1127
– –
-26
1128
$0 ﹤0.01%
16
1129
$0 ﹤0.01%
4
-8
1130
– –
-20
1131
$0 ﹤0.01%
7
1132
$0 ﹤0.01%
3
-6
1133
$0 ﹤0.01%
10
1134
$0 ﹤0.01%
+6
1135
– –
-13
1136
– –
-574
1137
$0 ﹤0.01%
3
-8
1138
– –
-46
1139
– –
-221,749
1140
– –
-207
1141
– –
-10
1142
– –
-2
1143
$0 ﹤0.01%
2
1144
$0 ﹤0.01%
+9
1145
$0 ﹤0.01%
5
1146
$0 ﹤0.01%
1
-188
1147
$0 ﹤0.01%
9
-2
1148
$0 ﹤0.01%
+6
1149
– –
-24
1150
$0 ﹤0.01%
1
44 45
46
47 48