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
$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%
16
252
– –
-1
253
$0 ﹤0.01%
5
254
$0 ﹤0.01%
66
+60
255
– –
0
256
– –
0
257
– –
-87,226
258
– –
-21,377
259
– –
0
260
$0 ﹤0.01%
10
261
– –
-20,000
262
$0 ﹤0.01%
13
263
– –
-50
264
$0 ﹤0.01%
29
265
$0 ﹤0.01%
1,000
266
$0 ﹤0.01%
300
267
$0 ﹤0.01%
7
7 8 9 10
11