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
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
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%
5
252
– –
-346
253
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+19
254
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4
255
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-21,377
256
– –
0
257
$0 ﹤0.01%
10
258
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259
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-50
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1,000
263
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300
264
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5
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– –
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6
268
$0 ﹤0.01%
7
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