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
276
$33K 0.01%
454
-95
277
$33K 0.01%
89
+23
278
$33K 0.01%
137
-2
279
$33K 0.01%
293
+35
280
$32K 0.01%
4,800
281
$32K 0.01%
182
+103
282
$31K 0.01%
202
+185
283
$31K 0.01%
375
284
$31K 0.01%
546
285
$31K 0.01%
1,090
286
$30K 0.01%
518
+385
287
$29K 0.01%
+419
288
$28K 0.01%
2,828
289
$28K 0.01%
73
+2
290
$28K 0.01%
116
+10
291
$28K 0.01%
792
+416
292
$27K 0.01%
101
+2
293
$27K 0.01%
529
294
$27K 0.01%
218
+130
295
$27K 0.01%
311
+3
296
$26K 0.01%
200
297
$26K 0.01%
2,600
298
$26K 0.01%
159
299
$25K 0.01%
77
300
$25K 0.01%
306
+63
10 11
12
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