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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.17M
3
+$3.54M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.46M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.26M
3
+$5.24M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.47M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
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+13
256
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+69
257
$2K ﹤0.01%
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258
$2K ﹤0.01%
71
259
– –
0
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$1K ﹤0.01%
20
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34
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42
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$1K ﹤0.01%
205
267
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23
268
$1K ﹤0.01%
22
-54,349
269
$1K ﹤0.01%
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271
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50
272
$1K ﹤0.01%
47
273
$1K ﹤0.01%
16
-106
274
$1K ﹤0.01%
56
275
$1K ﹤0.01%
18
9 10
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12 13