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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$13.9M
3
+$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Top Sells

1
+$41.3M
2
+$12.4M
3
+$4.91M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.07%
3,928
52
$99K 0.07%
536
+1
53
$92K 0.06%
2,274
-121,422
54
$88K 0.06%
4,000
55
$86K 0.06%
5,568
56
$82K 0.06%
2,413
57
$81K 0.06%
3,593
58
$78K 0.05%
1,200
59
$75K 0.05%
1,200
60
$73K 0.05%
972
61
$68K 0.05%
442
-50
62
$66K 0.05%
1,021
+127
63
$65K 0.04%
1,000
64
$65K 0.04%
2,599
65
$65K 0.04%
967
66
$63K 0.04%
2,475
-12
67
$60K 0.04%
489
68
$59K 0.04%
918
69
$58K 0.04%
2,430
70
$54K 0.04%
709
+311
71
$51K 0.04%
2,879
72
$50K 0.03%
2,921
73
$49K 0.03%
974
74
$45K 0.03%
1,369
75
$45K 0.03%
846
1 2
3
4 5