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
576
$6K ﹤0.01%
131
+24
577
$6K ﹤0.01%
26
578
$6K ﹤0.01%
123
+17
579
$6K ﹤0.01%
39
580
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22
581
$5K ﹤0.01%
691
582
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2
583
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55
-12
584
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42
585
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77
586
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39
587
$5K ﹤0.01%
85
588
$5K ﹤0.01%
+135
589
$5K ﹤0.01%
185
590
$5K ﹤0.01%
115
591
$5K ﹤0.01%
+31
592
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114
+18
593
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51
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1
595
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57
-145
596
$5K ﹤0.01%
66
597
$5K ﹤0.01%
200
598
$5K ﹤0.01%
200
599
$5K ﹤0.01%
15
+7
600
$5K ﹤0.01%
68
-36
22 23
24
25 26