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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$5.81M
3
+$5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.36M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.11M

Top Sells

1
+$9.32M
2
+$8.34M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.14M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-17
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$0 ﹤0.01%
40
254
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3
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256
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257
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-39,214
258
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2
259
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-85,637
260
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261
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262
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0
263
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-82,810
264
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265
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266
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268
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-95,416
269
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0
270
$0 ﹤0.01%
31
271
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71
272
$0 ﹤0.01%
98
273
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275
$0 ﹤0.01%
51
8 9 10
11
12