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
151
$98K 0.02%
1,206
+226
152
$98K 0.02%
545
-4
153
$97K 0.02%
8,445
-499,598
154
$97K 0.02%
670
+40
155
$97K 0.02%
860
+14
156
$97K 0.02%
1,373
+68
157
$94K 0.02%
1,772
+166
158
$93K 0.02%
1,162
-920
159
$93K 0.02%
1,712
-11
160
$91K 0.02%
1,662
+26
161
$91K 0.02%
8,225
162
$90K 0.02%
4,144
-2,871
163
$90K 0.02%
1,278
164
$89K 0.02%
1,928
165
$89K 0.02%
1,316
-57,793
166
$88K 0.02%
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167
$88K 0.02%
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$88K 0.02%
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170
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171
$87K 0.02%
73
172
$86K 0.02%
220
173
$86K 0.02%
+1,800
174
$84K 0.02%
1,471
175
$84K 0.02%
204
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5 6
7
8 9