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

Top Buys

1
+$9.1M
2
+$9.09M
3
+$3.59M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.47M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.61M
3
+$3.78M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$3.53M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M

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%
+69
252
$2K ﹤0.01%
166
253
$2K ﹤0.01%
71
254
– –
0
255
$2K ﹤0.01%
+4
256
– –
0
257
$2K ﹤0.01%
+34
258
$2K ﹤0.01%
64
259
$2K ﹤0.01%
106
260
$1K ﹤0.01%
20
261
$1K ﹤0.01%
17
262
– –
0
263
$1K ﹤0.01%
17
264
$1K ﹤0.01%
18
265
$1K ﹤0.01%
34
266
$1K ﹤0.01%
42
267
$1K ﹤0.01%
205
268
$1K ﹤0.01%
23
269
$1K ﹤0.01%
22
-54,349
270
$1K ﹤0.01%
4
271
$1K ﹤0.01%
8
272
$1K ﹤0.01%
50
273
$1K ﹤0.01%
47
274
$1K ﹤0.01%
16
-106
275
$1K ﹤0.01%
56
9 10
11
12 13