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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$15.1M
3
+$11.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.74M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.61M

Top Sells

1
+$19.9M
2
+$8.12M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
71
227
$2K ﹤0.01%
4
228
– –
0
229
$2K ﹤0.01%
64
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$2K ﹤0.01%
114
231
$2K ﹤0.01%
75
232
$2K ﹤0.01%
+62
233
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14
234
$2K ﹤0.01%
21
235
$2K ﹤0.01%
200
236
$2K ﹤0.01%
56
237
$2K ﹤0.01%
96
238
$2K ﹤0.01%
118
239
$2K ﹤0.01%
74
240
$2K ﹤0.01%
84
241
$2K ﹤0.01%
195
242
$2K ﹤0.01%
2
243
$2K ﹤0.01%
80
244
$2K ﹤0.01%
80
-500
245
$2K ﹤0.01%
20
246
$2K ﹤0.01%
34
247
$2K ﹤0.01%
13
248
$2K ﹤0.01%
69
249
$2K ﹤0.01%
166
250
$1K ﹤0.01%
7
8 9
10
11 12