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
201
$62K 0.02%
763
+493
202
$61K 0.01%
1,970
203
$60K 0.01%
555
-1,392
204
$60K 0.01%
525
-300
205
$60K 0.01%
2,425
-335
206
$58K 0.01%
479
-66
207
$58K 0.01%
2,779
-384
208
$58K 0.01%
1,613
-18
209
$58K 0.01%
305
-16
210
$57K 0.01%
679
-95
211
$57K 0.01%
3,278
-459
212
$57K 0.01%
2,761
-382
213
$57K 0.01%
650
+24
214
$55K 0.01%
787
-110
215
$55K 0.01%
+1,842
216
$54K 0.01%
2,579
-3,409
217
$54K 0.01%
1,453
-205
218
$54K 0.01%
602
219
$53K 0.01%
1,237
-173
220
$53K 0.01%
218
+29
221
$51K 0.01%
5,401
222
$51K 0.01%
+532
223
$50K 0.01%
137
-34
224
$50K 0.01%
1,259
225
$50K 0.01%
890
-70
7 8
9
10 11