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
26
$3.92M 0.9%
77,267
-1,525
27
$3.88M 0.9%
200,786
+82,802
28
$3.21M 0.74%
+35,567
29
$3.2M 0.74%
+33,531
30
$3.14M 0.73%
+29,819
31
$3.12M 0.72%
+48,904
32
$2.26M 0.52%
24,403
-1,770
33
$2.25M 0.52%
40,178
-49,620
34
$2.14M 0.49%
+16,836
35
$1.59M 0.37%
27,019
+94
36
$1.5M 0.35%
9,140
+264
37
$1.37M 0.32%
45,788
-5,104
38
$1.03M 0.24%
10,094
39
$1.03M 0.24%
24,572
+209
40
$1.01M 0.23%
58,182
-20,826
41
$933K 0.22%
3,308
+475
42
$890K 0.21%
5,420
+620
43
$745K 0.17%
11,244
-851,342
44
$684K 0.16%
2,446
+59
45
$596K 0.14%
2,304
+288
46
$567K 0.13%
2,079
+13
47
$550K 0.13%
15,436
-190
48
$546K 0.13%
5,382
+300
49
$532K 0.12%
9,782
+533
50
$516K 0.12%
24,930
+2,650
1
2
3 4 5