FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.17M
3
+$4.4M
4
MAIN icon
Main Street Capital
MAIN
+$4.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.01M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
96
227
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22
228
$2K ﹤0.01%
100
229
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14
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200
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$2K ﹤0.01%
+34
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40
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+106
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100
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$2K ﹤0.01%
23
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$2K ﹤0.01%
73
237
$2K ﹤0.01%
1,000
238
$1K ﹤0.01%
+87
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$1K ﹤0.01%
+24
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$1K ﹤0.01%
34
241
$1K ﹤0.01%
18
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$1K ﹤0.01%
5
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$1K ﹤0.01%
40
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$1K ﹤0.01%
7
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$1K ﹤0.01%
+59
247
$1K ﹤0.01%
5
248
$0 ﹤0.01%
6
249
$0 ﹤0.01%
7
250
$0 ﹤0.01%
6
8 9
10
11 12