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
451
$12K ﹤0.01%
512
452
$11K ﹤0.01%
496
453
$11K ﹤0.01%
31
454
$11K ﹤0.01%
300
455
$11K ﹤0.01%
+150
456
$11K ﹤0.01%
53
457
$11K ﹤0.01%
58
+2
458
$11K ﹤0.01%
+1,000
459
$11K ﹤0.01%
24
460
$11K ﹤0.01%
456
-1,156,028
461
$11K ﹤0.01%
344
462
$11K ﹤0.01%
418
-48
463
$11K ﹤0.01%
139
464
$11K ﹤0.01%
+204
465
$11K ﹤0.01%
798
-159
466
$11K ﹤0.01%
247
467
$11K ﹤0.01%
286
+49
468
$11K ﹤0.01%
58
469
$11K ﹤0.01%
700
470
$10K ﹤0.01%
+340
471
$10K ﹤0.01%
61
472
$10K ﹤0.01%
49
-1
473
$10K ﹤0.01%
200
+93
474
$10K ﹤0.01%
49
+23
475
$10K ﹤0.01%
86
+32
17 18
19
20 21