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
201
$76K 0.02%
1,324
+305
202
$76K 0.02%
+604
203
$75K 0.02%
616
+10
204
$75K 0.02%
288
-70
205
$74K 0.02%
3,163
-23
206
$74K 0.02%
983
+16
207
$73K 0.02%
4,261
+68
208
$73K 0.02%
1,426
+23
209
$73K 0.02%
1,522
-59
210
$72K 0.02%
2,391
-18
211
$72K 0.02%
+1,924
212
$71K 0.02%
1,655
+52
213
$70K 0.02%
+5,835
214
$70K 0.02%
796
+13
215
$70K 0.02%
+361
216
$70K 0.02%
1,120
217
$69K 0.02%
+1,044
218
$69K 0.02%
1,016
-7
219
$68K 0.02%
475
220
$68K 0.02%
1,665
-29,363
221
$68K 0.02%
944
+16
222
$67K 0.02%
617
+200
223
$65K 0.02%
1,450
+24
224
$65K 0.02%
1,450
+1,262
225
$64K 0.01%
5,401
7 8
9
10 11