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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.06%
4,000
52
$108K 0.06%
3,335
-25
53
$99K 0.05%
3,493
54
$86K 0.04%
416
55
$82K 0.04%
5,568
56
$82K 0.04%
1,829
57
$81K 0.04%
556
+3
58
$80K 0.04%
1,169
+197
59
$71K 0.04%
1,000
60
$62K 0.03%
4,752
61
$61K 0.03%
470
+114
62
$60K 0.03%
1,058
63
$60K 0.03%
2,619
64
$58K 0.03%
489
65
$55K 0.03%
2,167
66
$50K 0.03%
1,227
+200
67
$49K 0.03%
918
68
$46K 0.02%
2,430
69
$45K 0.02%
490
+201
70
$45K 0.02%
846
71
$42K 0.02%
1,549
72
$42K 0.02%
1,787
+217
73
$42K 0.02%
393
74
$40K 0.02%
600
75
$40K 0.02%
614
1 2
3
4 5