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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.23%
6,208
27
$547K 0.22%
3,810
-990
28
$452K 0.18%
1,838
+194
29
$421K 0.17%
13,256
-784
30
$410K 0.16%
1,450
-20
31
$409K 0.16%
16,667
32
$356K 0.14%
3,221
33
$355K 0.14%
6,190
-250
34
$265K 0.11%
3,000
35
$262K 0.11%
6,002
+1
36
$258K 0.1%
6,414
-6,524
37
$254K 0.1%
2,058
38
$245K 0.1%
2,722
39
$242K 0.1%
2,386
40
$235K 0.09%
1,920
41
$219K 0.09%
2,600
42
$211K 0.08%
1,050
43
$211K 0.08%
2,217
-50
44
$207K 0.08%
4,000
45
$195K 0.08%
1,500
46
$183K 0.07%
7,737
-1,621
47
$175K 0.07%
3,249
+156
48
$172K 0.07%
2,163
49
$167K 0.07%
1,880
+1,200
50
$161K 0.06%
5,568
1
2
3 4 5