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
$228M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$10.6M
3
+$7.96M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.32M
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$3.21M

Top Sells

1
+$28.3M
2
+$24.7M
3
+$6.59M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.26M

Sector Composition

1 Energy 3.59%
2 Financials 0.87%
3 Industrials 0.52%
4 Technology 0.5%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$438K 0.19%
11,384
-652
27
$360K 0.16%
1,434
28
$357K 0.16%
5,120
-100
29
$355K 0.16%
3,200
30
$272K 0.12%
4,009
31
$247K 0.11%
2,587
-150
32
$238K 0.1%
1,398
-65
33
$231K 0.1%
1,968
-100
34
$230K 0.1%
3,640
35
$220K 0.1%
2,622
36
$213K 0.09%
1,920
37
$199K 0.09%
8,790
38
$196K 0.09%
1,697
-89
39
$196K 0.09%
4,000
40
$192K 0.08%
1,050
41
$172K 0.08%
5,831
+4
42
$161K 0.07%
4,768
43
$147K 0.06%
2,334
44
$143K 0.06%
1,562
45
$138K 0.06%
2,468
46
$126K 0.06%
2,999
47
$125K 0.05%
5,568
48
$115K 0.05%
2,300
+6
49
$108K 0.05%
4,144
50
$106K 0.05%
4,097
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