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
476
$10K ﹤0.01%
229
+211
477
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276
478
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+166
479
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480
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481
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482
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483
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485
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75
+2
486
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487
$10K ﹤0.01%
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488
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403
+46
489
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15
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$9K ﹤0.01%
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491
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492
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35
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568
495
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42
+6
496
$9K ﹤0.01%
242
497
$9K ﹤0.01%
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498
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499
$9K ﹤0.01%
150
500
$9K ﹤0.01%
+69
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