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
926
$1K ﹤0.01%
38
927
$1K ﹤0.01%
13
928
$1K ﹤0.01%
5
929
$1K ﹤0.01%
19
930
$1K ﹤0.01%
+48
931
$1K ﹤0.01%
6
932
$1K ﹤0.01%
20
933
$1K ﹤0.01%
20
-27
934
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-3
935
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936
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-18,716
937
$0 ﹤0.01%
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938
$0 ﹤0.01%
10
-7
939
$0 ﹤0.01%
+16
940
– –
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941
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942
– –
-6
943
$0 ﹤0.01%
+10
944
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945
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20
946
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– –
-7,375
948
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-247
949
– –
-50
950
$0 ﹤0.01%
64
36 37
38
39 40