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
126
$143K 0.03%
1,576
+74
127
$142K 0.03%
2,034
-111
128
$138K 0.03%
1,862
+526
129
$136K 0.03%
605
+20
130
$135K 0.03%
631
-24
131
$134K 0.03%
11,996
+493
132
$133K 0.03%
1,092
-154
133
$131K 0.03%
4,508
+274
134
$130K 0.03%
5,445
+396
135
$126K 0.03%
2,019
-513
136
$126K 0.03%
3,120
-255
137
$124K 0.03%
1,090
-111
138
$123K 0.03%
1,514
139
$122K 0.03%
1,120
-80
140
$122K 0.03%
+848
141
$120K 0.03%
3,200
+349
142
$119K 0.03%
1,247
-27,496
143
$116K 0.03%
403
+39
144
$113K 0.03%
2,650
+380
145
$109K 0.03%
3,324
+482
146
$107K 0.03%
2,187
-281
147
$107K 0.03%
339
+119
148
$107K 0.03%
2,452
+112
149
$106K 0.03%
1,332
+125
150
$105K 0.03%
9,475
+1,250
4 5
6
7 8