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
$433M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$26.1M
3
+$24.5M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$22.3M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$17.5M

Top Sells

1
+$56.4M
2
+$27.9M
3
+$11.6M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$8.32M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$5.74M

Sector Composition

1 Technology 2.48%
2 Financials 2.25%
3 Healthcare 1.05%
4 Consumer Discretionary 1.03%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.01%
3,161
+51
227
$62K 0.01%
444
+2
228
$62K 0.01%
1,107
229
$62K 0.01%
194
+38
230
$61K 0.01%
2,031
+34
231
$60K 0.01%
1,474
-11
232
$59K 0.01%
+3,090
233
$59K 0.01%
470
-3
234
$58K 0.01%
303
-149
235
$57K 0.01%
76
+50
236
$56K 0.01%
254
+13
237
$56K 0.01%
277
238
$55K 0.01%
108
239
$55K 0.01%
269
+245
240
$54K 0.01%
2,883
-21
241
$53K 0.01%
118
+46
242
$53K 0.01%
2,760
-20
243
$51K 0.01%
1,000
244
$51K 0.01%
2,000
245
$50K 0.01%
2,083
-15
246
$49K 0.01%
2,500
247
$49K 0.01%
261
-1
248
$49K 0.01%
3,500
249
$49K 0.01%
1,500
250
$49K 0.01%
224
+55
8 9
10
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