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
151
$105K 0.03%
4,311
152
$105K 0.03%
+786
153
$104K 0.03%
2,266
+319
154
$100K 0.02%
3,743
-293
155
$100K 0.02%
1,222
+45
156
$97K 0.02%
1,958
+487
157
$97K 0.02%
391
-19
158
$96K 0.02%
157
+116
159
$95K 0.02%
651
-87
160
$95K 0.02%
1,395
-196
161
$95K 0.02%
452
-46
162
$94K 0.02%
1,275
+182
163
$93K 0.02%
443
+14
164
$93K 0.02%
1,155
+139
165
$93K 0.02%
+788
166
$92K 0.02%
300
167
$92K 0.02%
1,236
-167
168
$91K 0.02%
1,078
+928
169
$91K 0.02%
890
+196
170
$91K 0.02%
2,003
-283
171
$88K 0.02%
646
+15
172
$88K 0.02%
369
-51
173
$88K 0.02%
466
+6
174
$85K 0.02%
8,375
-1,176
175
$84K 0.02%
2,064
-289
5 6
7
8 9