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
101
$157K 0.04%
582
+115
102
$157K 0.04%
5,301
103
$154K 0.04%
2,209
-11
104
$152K 0.04%
2,958
+79
105
$151K 0.03%
3,110
+50
106
$147K 0.03%
427
-1
107
$147K 0.03%
7,936
-40
108
$147K 0.03%
3,074
-8
109
$144K 0.03%
+3,800
110
$139K 0.03%
2,532
+219
111
$138K 0.03%
1,250
+7
112
$138K 0.03%
2,332
+124
113
$138K 0.03%
241
+38
114
$137K 0.03%
644
-45
115
$137K 0.03%
1,739
+130
116
$137K 0.03%
2,967
-2,702
117
$133K 0.03%
1,897
+358
118
$130K 0.03%
2,290
+130
119
$128K 0.03%
640
120
$127K 0.03%
4,086
+697
121
$125K 0.03%
480
-6
122
$124K 0.03%
1,545
+3
123
$124K 0.03%
2,468
-17
124
$124K 0.03%
634
+150
125
$122K 0.03%
4,099
+580
3 4
5
6 7