FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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 Sells

1 +$57.3M
2 +$29.4M
3 +$11.6M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$8.25M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$5.28M

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
526
$8K ﹤0.01%
166
527
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528
$8K ﹤0.01%
+600
529
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+4
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198
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531
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400
532
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338
533
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534
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19
535
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24
536
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57
+7
537
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141
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44
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506
540
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541
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185
542
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1,192
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544
$7K ﹤0.01%
76
545
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60
546
$7K ﹤0.01%
25
547
$6K ﹤0.01%
36
548
$6K ﹤0.01%
51
+12
549
$6K ﹤0.01%
156
550
$6K ﹤0.01%
37