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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-44,294
252
$0 ﹤0.01%
32
253
$0 ﹤0.01%
71
254
– –
-157
255
$0 ﹤0.01%
100
256
$0 ﹤0.01%
98
257
$0 ﹤0.01%
+12
258
$0 ﹤0.01%
100
259
$0 ﹤0.01%
2
260
– –
-5
261
– –
-29
262
– –
-51
263
$0 ﹤0.01%
9
264
$0 ﹤0.01%
34
265
$0 ﹤0.01%
11
266
$0 ﹤0.01%
13
267
$0 ﹤0.01%
1,000
268
$0 ﹤0.01%
+1
269
$0 ﹤0.01%
7
7 8 9 10
11