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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$476K 0.2%
11,260
-124
27
$468K 0.2%
1,757
+323
28
$345K 0.15%
5,120
29
$338K 0.14%
3,200
30
$259K 0.11%
3,640
31
$255K 0.11%
2,396
-191
32
$246K 0.1%
1,968
33
$230K 0.1%
1,920
34
$220K 0.09%
2,622
35
$212K 0.09%
1,380
-18
36
$208K 0.09%
1,052
+2
37
$192K 0.08%
4,000
38
$179K 0.08%
4,009
39
$174K 0.07%
2,334
40
$171K 0.07%
5,838
+7
41
$163K 0.07%
4,768
42
$161K 0.07%
2,468
43
$157K 0.07%
1,562
44
$141K 0.06%
1,697
45
$126K 0.05%
2,306
+6
46
$125K 0.05%
5,568
47
$124K 0.05%
2,999
48
$117K 0.05%
1,671
+409
49
$112K 0.05%
2,440
50
$109K 0.05%
4,144
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