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
276
$1K ﹤0.01%
18
277
$1K ﹤0.01%
5
-36
278
$1K ﹤0.01%
90
279
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23
280
$1K ﹤0.01%
35
281
$1K ﹤0.01%
9
282
$1K ﹤0.01%
50
283
$1K ﹤0.01%
27
284
$1K ﹤0.01%
100
285
$0 ﹤0.01%
3
286
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287
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288
$0 ﹤0.01%
7
289
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0
294
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296
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297
$0 ﹤0.01%
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298
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300
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-77
10 11
12
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