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
826
$1K ﹤0.01%
4
827
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+21
828
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4
829
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10
830
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831
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832
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833
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834
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835
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836
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+3
837
$1K ﹤0.01%
24
838
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+48
839
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34
840
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17
841
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8
842
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843
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844
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845
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846
$1K ﹤0.01%
+37
847
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10
848
$1K ﹤0.01%
+24
849
$1K ﹤0.01%
38
850
$1K ﹤0.01%
13
32 33
34
35 36