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
51
$471K 0.11%
1,388
+26
52
$460K 0.11%
4,261
+293
53
$452K 0.1%
3,007
+388
54
$447K 0.1%
4,715
+25
55
$435K 0.1%
1,314
56
$417K 0.1%
9,813
+878
57
$411K 0.09%
3,721
58
$383K 0.09%
8,907
+32
59
$377K 0.09%
1,632
+27
60
$366K 0.08%
1,902
+13
61
$360K 0.08%
2,577
+68
62
$353K 0.08%
2,640
+840
63
$347K 0.08%
3,557
+16
64
$343K 0.08%
1,045
+87
65
$333K 0.08%
2,507
+440
66
$283K 0.07%
6,220
+30
67
$280K 0.06%
5,180
+549
68
$278K 0.06%
13,555
+19
69
$277K 0.06%
13,590
+3,636
70
$276K 0.06%
2,834
+158
71
$273K 0.06%
3,222
+190
72
$263K 0.06%
1,239
+170
73
$256K 0.06%
17,231
74
$255K 0.06%
10,000
-191
75
$254K 0.06%
4,092
1 2
3
4 5