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
376
$16K ﹤0.01%
+615
377
$16K ﹤0.01%
568
378
$15K ﹤0.01%
183
379
$15K ﹤0.01%
+463
380
$15K ﹤0.01%
100
-99
381
$15K ﹤0.01%
380
382
$15K ﹤0.01%
+546
383
$15K ﹤0.01%
+96
384
$15K ﹤0.01%
110
385
$15K ﹤0.01%
63
386
$15K ﹤0.01%
1,000
387
$15K ﹤0.01%
375
388
$15K ﹤0.01%
153
+3
389
$15K ﹤0.01%
29
390
$15K ﹤0.01%
243
391
$14K ﹤0.01%
+70
392
$14K ﹤0.01%
+152
393
$14K ﹤0.01%
52
-49
394
$14K ﹤0.01%
+240
395
$14K ﹤0.01%
+401
396
$14K ﹤0.01%
42
+4
397
$14K ﹤0.01%
+400
398
$14K ﹤0.01%
1,000
399
$14K ﹤0.01%
185
400
$14K ﹤0.01%
+1,924
14 15
16
17 18