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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.06%
4,000
52
$100K 0.06%
1,067
53
$100K 0.06%
3,593
54
$95K 0.05%
6,000
+4,000
55
$93K 0.05%
393
56
$83K 0.05%
542
+2
57
$83K 0.05%
5,568
58
$83K 0.05%
1,200
59
$82K 0.05%
972
60
$80K 0.04%
2,224
61
$77K 0.04%
1,829
62
$76K 0.04%
416
63
$74K 0.04%
1,583
+6
64
$73K 0.04%
1,200
65
$72K 0.04%
714
66
$71K 0.04%
2,475
67
$67K 0.04%
1,000
68
$63K 0.03%
3,059
+1,659
69
$59K 0.03%
967
70
$58K 0.03%
894
71
$56K 0.03%
1,240
+213
72
$56K 0.03%
489
73
$55K 0.03%
918
74
$54K 0.03%
880
75
$53K 0.03%
1,123
1 2
3
4 5