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
26
$450K 0.23%
+5,072
27
$376K 0.2%
7,466
+492
28
$321K 0.17%
11,364
+572
29
$311K 0.16%
3,200
-222
30
$304K 0.16%
2,955
+224
31
$281K 0.15%
1,300
-379
32
$251K 0.13%
2,462
+1,726
33
$245K 0.13%
3,890
+70
34
$245K 0.13%
4,009
35
$225K 0.12%
2,819
-15
36
$225K 0.12%
1,591
-229
37
$208K 0.11%
1,920
-12,868
38
$207K 0.11%
3,116
-363
39
$205K 0.11%
4,000
40
$184K 0.1%
1,441
-63
41
$180K 0.09%
1,250
-51
42
$178K 0.09%
5,812
+488
43
$153K 0.08%
4,768
-1,047
44
$148K 0.08%
2,400
45
$142K 0.07%
1,814
-60
46
$129K 0.07%
3,440
-520
47
$125K 0.06%
2,877
+7
48
$125K 0.06%
1,562
49
$119K 0.06%
8,790
50
$118K 0.06%
4,267
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