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
901
$1K ﹤0.01%
7
902
$1K ﹤0.01%
+17
903
$1K ﹤0.01%
9
-75
904
$1K ﹤0.01%
9
905
$1K ﹤0.01%
25
+15
906
$1K ﹤0.01%
46
907
$1K ﹤0.01%
19
908
$1K ﹤0.01%
20
909
$1K ﹤0.01%
2
910
$1K ﹤0.01%
37
-2
911
$1K ﹤0.01%
25
912
$1K ﹤0.01%
+12
913
$1K ﹤0.01%
5
914
$1K ﹤0.01%
+5
915
$1K ﹤0.01%
+4
916
$1K ﹤0.01%
26
-26
917
$1K ﹤0.01%
7
-2
918
$1K ﹤0.01%
12
919
$1K ﹤0.01%
18
920
$1K ﹤0.01%
26
-2
921
$1K ﹤0.01%
7
922
$1K ﹤0.01%
+34
923
$1K ﹤0.01%
+9
924
$1K ﹤0.01%
+5
925
$1K ﹤0.01%
100
35 36
37
38 39