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
251
$48K 0.01%
381
+206
252
$48K 0.01%
2,418
-17
253
$45K 0.01%
1,413
-11
254
$44K 0.01%
268
+145
255
$44K 0.01%
+615
256
$43K 0.01%
1,931
257
$43K 0.01%
739
+300
258
$42K 0.01%
3,801
-26
259
$41K 0.01%
157
+18
260
$40K 0.01%
48
+25
261
$40K 0.01%
1,088
-8
262
$39K 0.01%
2,556
263
$38K 0.01%
511
+454
264
$38K 0.01%
+785
265
$38K 0.01%
449
266
$38K 0.01%
+900
267
$37K 0.01%
1,108
+100
268
$37K 0.01%
484
+270
269
$37K 0.01%
770
270
$37K 0.01%
140
+57
271
$36K 0.01%
159
+26
272
$36K 0.01%
+592
273
$36K 0.01%
+1,000
274
$34K 0.01%
3,576
275
$34K 0.01%
63
9 10
11
12 13