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
301
$25K 0.01%
1,500
302
$25K 0.01%
352
303
$25K 0.01%
284
-94,486
304
$25K 0.01%
+130
305
$24K 0.01%
+350
306
$24K 0.01%
+1,747
307
$24K 0.01%
523
+436
308
$24K 0.01%
+264
309
$24K 0.01%
+1,422
310
$24K 0.01%
236
+102
311
$24K 0.01%
266
312
$24K 0.01%
1,383
313
$23K 0.01%
118
+110
314
$23K 0.01%
107
+60
315
$22K 0.01%
+866
316
$22K 0.01%
307
317
$22K 0.01%
+1,303
318
$22K 0.01%
80
+77
319
$22K 0.01%
1,000
+330
320
$22K 0.01%
+800
321
$21K ﹤0.01%
202
+112
322
$21K ﹤0.01%
+377
323
$20K ﹤0.01%
+250
324
$20K ﹤0.01%
+1,000
325
$20K ﹤0.01%
12
+8
11 12
13
14 15