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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82K 0.05%
20,000
52
$81K 0.05%
4,000
53
$75K 0.05%
2,413
54
$72K 0.04%
1,000
55
$71K 0.04%
1,200
56
$70K 0.04%
1,101
57
$69K 0.04%
492
58
$67K 0.04%
2,599
59
$66K 0.04%
1,148
60
$63K 0.04%
489
61
$61K 0.04%
1,200
62
$61K 0.04%
2,487
63
$60K 0.04%
972
64
$59K 0.04%
918
65
$57K 0.04%
974
66
$52K 0.03%
2,879
67
$48K 0.03%
766
68
$47K 0.03%
180
69
$45K 0.03%
2,430
70
$42K 0.03%
1,508
71
$42K 0.03%
1,369
72
$41K 0.03%
+858
73
$41K 0.03%
2,694
74
$41K 0.03%
1,299
75
$40K 0.02%
986
1 2
3
4 5