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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$13.9M
3
+$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Top Sells

1
+$41.3M
2
+$12.4M
3
+$4.91M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$501K 0.34%
7,617
27
$467K 0.32%
8,624
28
$445K 0.31%
3,738
+9
29
$426K 0.29%
8,680
-318
30
$408K 0.28%
11,151
+9,821
31
$305K 0.21%
15,904
-280
32
$287K 0.2%
21,707
33
$262K 0.18%
3,200
34
$227K 0.16%
3,068
35
$219K 0.15%
3,615
36
$206K 0.14%
2,924
+838
37
$199K 0.14%
1,603
38
$176K 0.12%
4,000
39
$173K 0.12%
4,009
40
$170K 0.12%
2,391
41
$153K 0.11%
393
42
$147K 0.1%
3,577
43
$146K 0.1%
3,890
+500
44
$145K 0.1%
4,768
45
$131K 0.09%
1,050
46
$129K 0.09%
3,734
47
$120K 0.08%
1,562
+414
48
$112K 0.08%
8,040
49
$106K 0.07%
3,996
+4
50
$105K 0.07%
1,067
1
2
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