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
351
$18K ﹤0.01%
350
352
$18K ﹤0.01%
+806
353
$17K ﹤0.01%
+149
354
$17K ﹤0.01%
90
+2
355
$17K ﹤0.01%
101
+45
356
$17K ﹤0.01%
140
-19
357
$17K ﹤0.01%
195
358
$17K ﹤0.01%
472
+318
359
$17K ﹤0.01%
85
360
$17K ﹤0.01%
413
361
$16K ﹤0.01%
27
+7
362
$16K ﹤0.01%
131
363
$16K ﹤0.01%
+1,156
364
$16K ﹤0.01%
54
365
$16K ﹤0.01%
86
366
$16K ﹤0.01%
225
+198
367
$16K ﹤0.01%
532
+451
368
$16K ﹤0.01%
193
369
$16K ﹤0.01%
339
370
$16K ﹤0.01%
257
371
$16K ﹤0.01%
374
372
$16K ﹤0.01%
121
+1
373
$16K ﹤0.01%
62
-45
374
$16K ﹤0.01%
87
+76
375
$16K ﹤0.01%
180
+39
13 14
15
16 17