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
426
$13K ﹤0.01%
36
427
$13K ﹤0.01%
+1,652
428
$13K ﹤0.01%
264
+146
429
$13K ﹤0.01%
+750
430
$13K ﹤0.01%
373
431
$13K ﹤0.01%
+949
432
$13K ﹤0.01%
+797
433
$13K ﹤0.01%
131
+61
434
$13K ﹤0.01%
85
435
$12K ﹤0.01%
+74
436
$12K ﹤0.01%
335
+327
437
$12K ﹤0.01%
122
438
$12K ﹤0.01%
76
+65
439
$12K ﹤0.01%
49
440
$12K ﹤0.01%
128
+121
441
$12K ﹤0.01%
251
+227
442
$12K ﹤0.01%
197
+56
443
$12K ﹤0.01%
55
+11
444
$12K ﹤0.01%
+167
445
$12K ﹤0.01%
500
446
$12K ﹤0.01%
500
447
$12K ﹤0.01%
+375
448
$12K ﹤0.01%
+537
449
$12K ﹤0.01%
+928
450
$12K ﹤0.01%
+1,289
16 17
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