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
$193M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2
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456
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457
$0 ﹤0.01%
5
458
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460
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$0 ﹤0.01%
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463
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466
$0 ﹤0.01%
+1
467
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468
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470
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471
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473
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474
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475
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16 17 18
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