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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.09M
3
+$3.59M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.47M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.61M
3
+$3.78M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$3.53M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
2
227
$3K ﹤0.01%
+29
228
$3K ﹤0.01%
15
229
$3K ﹤0.01%
261
230
– –
0
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$3K ﹤0.01%
109
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$3K ﹤0.01%
100
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+143
234
$3K ﹤0.01%
149
235
$3K ﹤0.01%
14
236
$3K ﹤0.01%
49
-24
237
$3K ﹤0.01%
+39
238
$3K ﹤0.01%
100
239
$2K ﹤0.01%
67
240
$2K ﹤0.01%
14
-36,710
241
$2K ﹤0.01%
21
242
$2K ﹤0.01%
200
243
$2K ﹤0.01%
118
+26
244
$2K ﹤0.01%
74
245
$2K ﹤0.01%
84
246
$2K ﹤0.01%
195
247
$2K ﹤0.01%
80
248
$2K ﹤0.01%
20
249
$2K ﹤0.01%
34
250
$2K ﹤0.01%
+13
8 9
10
11 12