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
751
$2K ﹤0.01%
49
752
$2K ﹤0.01%
86
+18
753
$2K ﹤0.01%
11
-2
754
$2K ﹤0.01%
+30
755
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14
756
$2K ﹤0.01%
600
+200
757
$2K ﹤0.01%
85
758
$2K ﹤0.01%
15
759
$2K ﹤0.01%
+164
760
$2K ﹤0.01%
29
-6
761
$2K ﹤0.01%
8
762
$2K ﹤0.01%
33
763
$2K ﹤0.01%
40
764
$1K ﹤0.01%
+40
765
$1K ﹤0.01%
10
766
$1K ﹤0.01%
22
767
$1K ﹤0.01%
+34
768
$1K ﹤0.01%
21
769
$1K ﹤0.01%
61
770
$1K ﹤0.01%
14
771
$1K ﹤0.01%
8
772
$1K ﹤0.01%
+12
773
$1K ﹤0.01%
+7
774
$1K ﹤0.01%
16
-219
775
$1K ﹤0.01%
47
29 30
31
32 33