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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
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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228
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100
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14
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+34
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40
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+106
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73
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$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
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18
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$1K ﹤0.01%
5
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40
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$1K ﹤0.01%
7
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+59
247
$1K ﹤0.01%
5
248
$0 ﹤0.01%
7
-3
249
$0 ﹤0.01%
30
250
$0 ﹤0.01%
2
8 9
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11 12