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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.06%
4,000
52
$114K 0.06%
4,144
+2,840
53
$110K 0.06%
3,493
-896
54
$107K 0.06%
1,874
-581
55
$101K 0.05%
5,568
56
$100K 0.05%
988
+247
57
$98K 0.05%
+2,600
58
$98K 0.05%
2,531
+516
59
$86K 0.04%
416
-59
60
$85K 0.04%
563
-32
61
$85K 0.04%
727
+552
62
$82K 0.04%
1,169
63
$77K 0.04%
1,826
+809
64
$74K 0.04%
1,000
65
$73K 0.04%
852
+727
66
$71K 0.04%
1,002
+935
67
$68K 0.04%
1,862
+1,062
68
$65K 0.03%
470
-54
69
$63K 0.03%
1,076
-12
70
$62K 0.03%
4,585
+4,185
71
$62K 0.03%
+1,100
72
$61K 0.03%
489
-14
73
$58K 0.03%
+3,675
74
$57K 0.03%
2,167
75
$56K 0.03%
1,427
-241
1 2
3
4 5