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
776
$1K ﹤0.01%
12
777
$1K ﹤0.01%
12
778
$1K ﹤0.01%
14
779
$1K ﹤0.01%
14
780
$1K ﹤0.01%
2
781
$1K ﹤0.01%
32
782
$1K ﹤0.01%
14
783
$1K ﹤0.01%
72
784
$1K ﹤0.01%
19
785
$1K ﹤0.01%
+13
786
$1K ﹤0.01%
+8
787
$1K ﹤0.01%
10
-1,338
788
$1K ﹤0.01%
37
789
$1K ﹤0.01%
25
790
$1K ﹤0.01%
4
791
$1K ﹤0.01%
12
792
$1K ﹤0.01%
2
793
$1K ﹤0.01%
112
-38
794
$1K ﹤0.01%
10
795
$1K ﹤0.01%
5
796
$1K ﹤0.01%
30
797
$1K ﹤0.01%
+7
798
$1K ﹤0.01%
26
799
$1K ﹤0.01%
24
800
$1K ﹤0.01%
28
+10
30 31
32
33 34