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
101
$179K 0.04%
14,103
+47
102
$173K 0.04%
2,308
+310
103
$171K 0.04%
4,799
+688
104
$170K 0.04%
3,250
-99
105
$170K 0.04%
863
+526
106
$168K 0.04%
867
+128
107
$167K 0.04%
1,812
+1,279
108
$166K 0.04%
10,000
109
$165K 0.04%
2,283
+783
110
$165K 0.04%
1,026
-149
111
$161K 0.04%
2,872
+112
112
$159K 0.04%
3,449
+1,245
113
$156K 0.04%
3,050
+621
114
$156K 0.04%
1,122
+76
115
$155K 0.04%
6,025
+3,256
116
$153K 0.04%
297
+13
117
$152K 0.04%
3,243
118
$151K 0.04%
1,977
-49
119
$148K 0.04%
3,034
+438
120
$147K 0.04%
24,398
+599
121
$147K 0.04%
270
+6
122
$145K 0.04%
3,589
123
$145K 0.04%
2,299
+52
124
$144K 0.03%
994
+976
125
$144K 0.03%
1,853
-883
3 4
5
6 7