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
$193M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
40
-66
227
$3K ﹤0.01%
45
228
$3K ﹤0.01%
288
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$3K ﹤0.01%
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$3K ﹤0.01%
56
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$2K ﹤0.01%
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17
-136
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$2K ﹤0.01%
68
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15
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237
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41
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$2K ﹤0.01%
242
241
$2K ﹤0.01%
80
242
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$1K ﹤0.01%
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$1K ﹤0.01%
+118
246
$1K ﹤0.01%
21
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$1K ﹤0.01%
+8
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$1K ﹤0.01%
56
249
$1K ﹤0.01%
27
250
$1K ﹤0.01%
+195
8 9
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