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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$354K 0.24%
10,000
27
$304K 0.21%
2,556
-64
28
$294K 0.2%
21,707
29
$286K 0.2%
3,068
30
$266K 0.18%
3,200
31
$255K 0.17%
19,916
32
$254K 0.17%
10,088
-3,044
33
$217K 0.15%
3,615
34
$213K 0.15%
2,796
+9
35
$196K 0.13%
1,603
36
$180K 0.12%
4,009
37
$178K 0.12%
2,391
38
$174K 0.12%
4,000
39
$155K 0.11%
3,390
-500
40
$145K 0.1%
1,050
41
$138K 0.09%
393
42
$133K 0.09%
4,768
43
$130K 0.09%
8,040
44
$127K 0.09%
1,562
45
$116K 0.08%
3,335
46
$106K 0.07%
4,005
-127
47
$103K 0.07%
+4,267
48
$101K 0.07%
1,067
49
$97K 0.07%
540
+2
50
$90K 0.06%
3,593
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