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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$459K 0.31%
8,998
-252,122
27
$324K 0.22%
16,184
-2,800
28
$279K 0.19%
21,707
29
$279K 0.19%
3,200
30
$247K 0.17%
3,068
31
$215K 0.15%
1,603
-334
32
$211K 0.14%
3,615
-600
33
$165K 0.11%
2,391
34
$164K 0.11%
4,000
35
$161K 0.11%
4,009
36
$160K 0.11%
4,862
37
$147K 0.1%
2,086
+299
38
$139K 0.09%
4,768
+190
39
$134K 0.09%
3,577
-400
40
$130K 0.09%
3,390
-1,500
41
$130K 0.09%
393
42
$124K 0.08%
1,050
43
$124K 0.08%
3,734
+404
44
$106K 0.07%
3,992
-717
45
$104K 0.07%
1,067
46
$102K 0.07%
3,928
47
$96K 0.06%
535
-19
48
$92K 0.06%
5,568
49
$89K 0.06%
1,148
50
$81K 0.05%
3,593
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