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
626
$4K ﹤0.01%
141
-315
627
$4K ﹤0.01%
224
-2,016
628
$4K ﹤0.01%
48
629
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88
630
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631
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30
632
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10
-360
633
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42
634
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15
635
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12
636
$4K ﹤0.01%
43
637
$4K ﹤0.01%
15
638
$4K ﹤0.01%
304
-993
639
$4K ﹤0.01%
223
640
$3K ﹤0.01%
214
-666
641
$3K ﹤0.01%
124
642
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12
643
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644
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36
-6
645
$3K ﹤0.01%
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646
$3K ﹤0.01%
73
647
$3K ﹤0.01%
25
648
$3K ﹤0.01%
27
+10
649
$3K ﹤0.01%
36
+13
650
$3K ﹤0.01%
65
24 25
26
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