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
176
$84K 0.02%
1,397
+229
177
$84K 0.02%
1,905
+146
178
$83K 0.02%
+3,912
179
$83K 0.02%
418
-3
180
$83K 0.02%
811
181
$83K 0.02%
959
-31,766
182
$82K 0.02%
1,529
-73,915
183
$82K 0.02%
1,883
+31
184
$81K 0.02%
479
-447
185
$81K 0.02%
337
-290
186
$80K 0.02%
2,721
+850
187
$80K 0.02%
3,206
-34
188
$80K 0.02%
2,056
+35
189
$80K 0.02%
1,139
-120
190
$80K 0.02%
621
-21
191
$79K 0.02%
226
-6
192
$79K 0.02%
1,558
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193
$78K 0.02%
547
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194
$78K 0.02%
352
+145
195
$77K 0.02%
+1,499
196
$77K 0.02%
+774
197
$77K 0.02%
1,016
198
$77K 0.02%
4,618
+71
199
$77K 0.02%
+1,556
200
$76K 0.02%
346
+28
6 7
8
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