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
$246M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$30.1M
3
+$14.6M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$11.4M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.93M

Top Sells

1
+$37.4M
2
+$10.5M
3
+$4.51M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.6M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.1M

Sector Composition

1 Energy 3.14%
2 Financials 0.83%
3 Technology 0.75%
4 Industrials 0.46%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$871K 0.35%
8,580
+1,630
27
$854K 0.35%
18,448
+5,296
28
$734K 0.3%
5,400
29
$569K 0.23%
6,208
+200
30
$533K 0.22%
14,040
31
$400K 0.16%
5,974
+104
32
$374K 0.15%
1,378
-538
33
$366K 0.15%
6,440
+3,000
34
$356K 0.15%
+3,221
35
$269K 0.11%
2,393
+831
36
$266K 0.11%
2,103
-10
37
$254K 0.1%
+1,004
38
$249K 0.1%
2,386
39
$242K 0.1%
3,000
40
$230K 0.09%
9,477
+732
41
$221K 0.09%
6,414
+2,108
42
$221K 0.09%
+2,000
43
$217K 0.09%
2,600
+600
44
$215K 0.09%
2,722
45
$215K 0.09%
1,106
-98
46
$209K 0.09%
1,920
47
$203K 0.08%
2,634
48
$196K 0.08%
1,050
-2
49
$185K 0.08%
4,000
50
$161K 0.07%
2,316
+5
1
2
3 4 5