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
76
$238K 0.05%
2,014
+182
77
$233K 0.05%
1,059
+109
78
$226K 0.05%
4,316
-358
79
$225K 0.05%
974
-7
80
$224K 0.05%
2,600
81
$221K 0.05%
1,371
+46
82
$221K 0.05%
2,937
-98
83
$218K 0.05%
4,099
+157
84
$209K 0.05%
519
-135
85
$207K 0.05%
3,049
+233
86
$202K 0.05%
20,952
-127
87
$199K 0.05%
11,175
-95
88
$193K 0.04%
5,234
+5,003
89
$192K 0.04%
1,613
-13
90
$189K 0.04%
1,465
-272
91
$187K 0.04%
1,821
+121
92
$187K 0.04%
818
+40
93
$174K 0.04%
2,002
94
$173K 0.04%
3,273
95
$173K 0.04%
3,243
96
$170K 0.04%
1,015
+58
97
$165K 0.04%
3,555
+1,344
98
$164K 0.04%
997
99
$161K 0.04%
11,349
+524
100
$159K 0.04%
1,084
+75
2 3
4
5 6