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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90K 0.06%
1,150
+450
52
$89K 0.06%
2,224
-930
53
$87K 0.06%
4,000
54
$81K 0.06%
1,200
55
$78K 0.05%
1,200
56
$77K 0.05%
5,568
57
$76K 0.05%
1,000
58
$75K 0.05%
894
-127
59
$73K 0.05%
1,577
-3
60
$68K 0.05%
416
61
$68K 0.05%
972
62
$65K 0.04%
714
63
$65K 0.04%
2,798
+199
64
$64K 0.04%
3,754
+900
65
$63K 0.04%
918
66
$63K 0.04%
2,475
67
$62K 0.04%
967
68
$61K 0.04%
1,829
69
$59K 0.04%
709
70
$56K 0.04%
489
71
$53K 0.04%
880
72
$52K 0.04%
1,653
73
$51K 0.03%
1,123
74
$50K 0.03%
2,023
75
$48K 0.03%
2,430
1 2
3
4 5