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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$429K 0.22%
5,120
+3,306
27
$366K 0.19%
7,424
-42
28
$347K 0.18%
2,955
29
$329K 0.17%
11,368
+4
30
$300K 0.16%
1,343
+43
31
$292K 0.15%
3,200
32
$276K 0.14%
4,083
+193
33
$243K 0.13%
4,009
34
$241K 0.13%
2,462
35
$237K 0.12%
2,152
-2,920
36
$230K 0.12%
1,523
-68
37
$223K 0.12%
2,587
-529
38
$203K 0.11%
2,622
-197
39
$200K 0.1%
1,974
+986
40
$200K 0.1%
1,920
41
$196K 0.1%
4,000
42
$186K 0.1%
5,818
+6
43
$171K 0.09%
1,050
-200
44
$160K 0.08%
1,391
-50
45
$146K 0.08%
4,768
46
$140K 0.07%
+4,552
47
$134K 0.07%
1,562
48
$126K 0.07%
2,531
49
$125K 0.07%
5,568
50
$125K 0.07%
8,790
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