FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$26.9M
2
+$26.6M
3
+$25.2M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$23M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$18M

Top Sells

1
+$57.3M
2
+$29.4M
3
+$11.6M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$8.25M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$5.28M

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
326
$20K ﹤0.01%
121
+100
327
$20K ﹤0.01%
+1,135
328
$20K ﹤0.01%
153
+105
329
$20K ﹤0.01%
+1,620
330
$20K ﹤0.01%
+2,555
331
$20K ﹤0.01%
342
332
$20K ﹤0.01%
100
+70
333
$19K ﹤0.01%
310
+83
334
$19K ﹤0.01%
695
-20
335
$19K ﹤0.01%
362
+314
336
$19K ﹤0.01%
+200
337
$19K ﹤0.01%
162
338
$19K ﹤0.01%
+500
339
$19K ﹤0.01%
361
+53
340
$19K ﹤0.01%
684
+52
341
$19K ﹤0.01%
327
342
$19K ﹤0.01%
292
+221
343
$19K ﹤0.01%
72
344
$19K ﹤0.01%
1,773
345
$18K ﹤0.01%
638
+454
346
$18K ﹤0.01%
73
347
$18K ﹤0.01%
300
348
$18K ﹤0.01%
300
349
$18K ﹤0.01%
350
350
$18K ﹤0.01%
+806
12 13
14
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