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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,168
227
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-1,508
228
– –
-2,694
229
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-2,135
230
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-674,331
231
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-137,004
232
$0 ﹤0.01%
6
233
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6
234
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40
235
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3
236
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16
237
$0 ﹤0.01%
2
238
$0 ﹤0.01%
66
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239
– –
0
240
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241
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242
$0 ﹤0.01%
31
243
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7
245
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-6
246
$0 ﹤0.01%
98
247
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0
248
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26
249
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250
$0 ﹤0.01%
5
7 8 9
10
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