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
401
$14K ﹤0.01%
+5,588
402
$14K ﹤0.01%
460
403
$14K ﹤0.01%
+302
404
$14K ﹤0.01%
150
405
$14K ﹤0.01%
+265
406
$14K ﹤0.01%
+439
407
$14K ﹤0.01%
239
+213
408
$14K ﹤0.01%
+176
409
$14K ﹤0.01%
+288
410
$14K ﹤0.01%
214
+1
411
$14K ﹤0.01%
209
412
$14K ﹤0.01%
+563
413
$14K ﹤0.01%
+65
414
$14K ﹤0.01%
170
-22
415
$13K ﹤0.01%
+403
416
$13K ﹤0.01%
+352
417
$13K ﹤0.01%
+356
418
$13K ﹤0.01%
+2,301
419
$13K ﹤0.01%
+546
420
$13K ﹤0.01%
+417
421
$13K ﹤0.01%
+840
422
$13K ﹤0.01%
150
423
$13K ﹤0.01%
+767
424
$13K ﹤0.01%
1,000
425
$13K ﹤0.01%
+223
15 16
17
18 19