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
676
$3K ﹤0.01%
56
677
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63
678
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766
679
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129
680
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7
681
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42
682
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15
683
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7
684
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48
+2
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11
686
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92
+3
687
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25
688
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689
$2K ﹤0.01%
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690
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16
691
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13
692
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68
693
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151
-303
694
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+6
695
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68
-110
696
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17
697
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47
698
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12
699
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5
700
$2K ﹤0.01%
80
26 27
28
29 30