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
726
$2K ﹤0.01%
39
727
$2K ﹤0.01%
16
728
$2K ﹤0.01%
29
729
$2K ﹤0.01%
7
730
$2K ﹤0.01%
94
731
$2K ﹤0.01%
+13
732
$2K ﹤0.01%
79
733
$2K ﹤0.01%
8
734
$2K ﹤0.01%
14
735
$2K ﹤0.01%
53
736
$2K ﹤0.01%
68
737
$2K ﹤0.01%
5
+4
738
$2K ﹤0.01%
24
-161
739
$2K ﹤0.01%
27
740
$2K ﹤0.01%
22
741
$2K ﹤0.01%
7
742
$2K ﹤0.01%
26
743
$2K ﹤0.01%
+26
744
$2K ﹤0.01%
11
-648
745
$2K ﹤0.01%
4
746
$2K ﹤0.01%
+31
747
$2K ﹤0.01%
30
748
$2K ﹤0.01%
45
749
$2K ﹤0.01%
8
750
$2K ﹤0.01%
6
28 29
30
31 32