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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$294K 0.18%
21,377
27
$277K 0.17%
3,200
28
$245K 0.15%
3,068
29
$222K 0.14%
1,937
+84
30
$218K 0.14%
4,215
-300
31
$177K 0.11%
4,862
32
$168K 0.1%
4,890
+500
33
$165K 0.1%
4,000
34
$164K 0.1%
4,009
35
$160K 0.1%
2,391
36
$132K 0.08%
3,977
37
$125K 0.08%
4,578
+211
38
$124K 0.08%
1,787
+10
39
$120K 0.07%
4,709
+432
40
$119K 0.07%
1,050
41
$115K 0.07%
393
42
$104K 0.06%
8,040
+540
43
$103K 0.06%
2,135
44
$103K 0.06%
1,067
45
$102K 0.06%
3,330
46
$98K 0.06%
554
-24
47
$90K 0.06%
3,928
48
$84K 0.05%
3,593
49
$82K 0.05%
5,568
50
$82K 0.05%
1,091
+134
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