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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81K 0.05%
8,040
52
$80K 0.05%
2,413
53
$79K 0.05%
4,000
54
$78K 0.05%
1,200
55
$70K 0.05%
492
56
$70K 0.05%
+1,200
57
$68K 0.05%
972
58
$66K 0.04%
1,000
59
$65K 0.04%
967
-134
60
$65K 0.04%
2,487
61
$62K 0.04%
918
62
$61K 0.04%
2,599
63
$57K 0.04%
489
64
$56K 0.04%
2,430
65
$56K 0.04%
894
+128
66
$56K 0.04%
974
67
$53K 0.04%
180
68
$52K 0.04%
2,879
69
$49K 0.03%
599
-492
70
$46K 0.03%
1,369
71
$45K 0.03%
2,921
+67
72
$39K 0.03%
+1,496
73
$39K 0.03%
1,027
74
$38K 0.03%
1,147
-152
75
$38K 0.03%
+988
1 2
3
4 5