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
1026
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-508
1027
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1028
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3
1029
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1030
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1031
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-4
1032
$0 ﹤0.01%
2
-3,172
1033
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1034
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1035
$0 ﹤0.01%
1
1036
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1037
$0 ﹤0.01%
+1
1038
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1039
$0 ﹤0.01%
57
1040
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1041
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1042
$0 ﹤0.01%
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1043
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1044
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10
1045
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$0 ﹤0.01%
40
1047
$0 ﹤0.01%
4
1048
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1049
– –
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1050
$0 ﹤0.01%
8
40 41
42
43 44