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
176
$84K 0.02%
644
+17
177
$82K 0.02%
1,165
+29
178
$80K 0.02%
627
+626
179
$79K 0.02%
400
+139
180
$78K 0.02%
162
+29
181
$78K 0.02%
811
182
$77K 0.02%
1,659
183
$77K 0.02%
702
+137
184
$77K 0.02%
803
+20
185
$76K 0.02%
1,928
186
$75K 0.02%
+685
187
$74K 0.02%
2,643
-370
188
$72K 0.02%
417
-62
189
$72K 0.02%
187
+114
190
$72K 0.02%
1,000
+800
191
$70K 0.02%
2,000
192
$68K 0.02%
889
+132
193
$68K 0.02%
+1,425
194
$67K 0.02%
2,460
+100
195
$66K 0.02%
1,087
-150
196
$66K 0.02%
543
+45
197
$65K 0.02%
729
+112
198
$65K 0.02%
2,917
+2,031
199
$64K 0.02%
1,509
-219
200
$63K 0.02%
1,213
+95
6 7
8
9 10