FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$5.1M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.12M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.6M

Top Sells

1
+$41.1M
2
+$13.1M
3
+$10.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.82M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
+19
252
$0 ﹤0.01%
4
253
– –
-21,377
254
– –
0
255
$0 ﹤0.01%
10
256
– –
-20,000
257
$0 ﹤0.01%
13
258
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-50
259
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29
260
$0 ﹤0.01%
1,000
261
$0 ﹤0.01%
300
262
$0 ﹤0.01%
150
263
$0 ﹤0.01%
5
264
– –
-200
265
$0 ﹤0.01%
6
266
$0 ﹤0.01%
7
267
$0 ﹤0.01%
2
7 8 9 10
11