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
$213M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$35M
3
+$6.29M
4
PSI icon
Invesco Semiconductors ETF
PSI
+$3.46M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.65M

Top Sells

1
+$41.6M
2
+$6.5M
3
+$5.01M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$3.54M
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.2M

Sector Composition

1 Financials 5.14%
2 Energy 4.67%
3 Consumer Staples 1.08%
4 Industrials 0.48%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$84K 0.04%
972
52
$84K 0.04%
6,000
53
$83K 0.04%
1,200
54
$83K 0.04%
393
55
$81K 0.04%
1,829
56
$81K 0.04%
416
57
$77K 0.04%
5,568
58
$68K 0.03%
2,475
59
$66K 0.03%
1,000
60
$64K 0.03%
1,583
61
$64K 0.03%
4,432
-15,484
62
$62K 0.03%
1,200
63
$56K 0.03%
489
64
$55K 0.03%
+1,266
65
$54K 0.03%
614
66
$54K 0.03%
1,240
67
$53K 0.02%
918
68
$52K 0.02%
894
69
$51K 0.02%
974
70
$47K 0.02%
2,430
71
$47K 0.02%
2,073
72
$44K 0.02%
2,854
73
$43K 0.02%
600
74
$43K 0.02%
1,304
-920
75
$43K 0.02%
404
-61,023
1 2
3
4 5