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
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$3.19M
3
+$3.18M
4
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$648K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$367K

Top Sells

1
+$25.5M
2
+$25.2M
3
+$13M
4
PSI icon
Invesco Semiconductors ETF
PSI
+$3.48M
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$3.48M

Sector Composition

1 Financials 6.45%
2 Energy 5.11%
3 Consumer Staples 1.54%
4 Technology 0.59%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
34
227
$1K ﹤0.01%
17
228
$1K ﹤0.01%
18
229
$1K ﹤0.01%
21
230
$1K ﹤0.01%
50
231
$1K ﹤0.01%
56
-35
232
$1K ﹤0.01%
18
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$1K ﹤0.01%
21
234
$1K ﹤0.01%
100
235
$1K ﹤0.01%
40
236
$1K ﹤0.01%
1,000
237
$1K ﹤0.01%
5
238
– –
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239
$0 ﹤0.01%
7
240
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241
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242
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244
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248
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20
249
– –
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250
– –
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