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
126
$121K 0.03%
+3,589
127
$120K 0.03%
695
+10
128
$120K 0.03%
1,281
+48
129
$117K 0.03%
880
+300
130
$117K 0.03%
4,716
+78
131
$116K 0.03%
738
-5
132
$114K 0.03%
1,564
133
$114K 0.03%
+1,131
134
$113K 0.03%
1,582
-11
135
$112K 0.03%
1,830
+40
136
$112K 0.03%
613
137
$111K 0.03%
766
+14
138
$110K 0.03%
1,709
+1,316
139
$110K 0.03%
635
+8
140
$109K 0.03%
1,765
+28
141
$108K 0.02%
3,423
-26
142
$108K 0.02%
1,514
143
$107K 0.02%
1,137
+21
144
$107K 0.02%
983
+938
145
$102K 0.02%
768
+10
146
$102K 0.02%
346
-68
147
$101K 0.02%
+300
148
$101K 0.02%
512
+29
149
$99K 0.02%
474
+469
150
$99K 0.02%
+1,563
4 5
6
7 8