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
$228M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$10.6M
3
+$7.96M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.32M
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$3.21M

Top Sells

1
+$28.3M
2
+$24.7M
3
+$6.59M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.26M

Sector Composition

1 Energy 3.59%
2 Financials 0.87%
3 Industrials 0.52%
4 Technology 0.5%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94K 0.04%
727
52
$93K 0.04%
2,793
-725
53
$92K 0.04%
2,440
54
$87K 0.04%
1,429
55
$86K 0.04%
1,262
56
$85K 0.04%
1,200
57
$82K 0.04%
1,833
-124
58
$79K 0.03%
575
+4
59
$78K 0.03%
4,000
60
$78K 0.03%
4,680
-1,698,368
61
$72K 0.03%
2,854
62
$72K 0.03%
1,000
63
$69K 0.03%
356
64
$68K 0.03%
2,600
65
$68K 0.03%
1,427
66
$66K 0.03%
416
67
$64K 0.03%
1,549
68
$62K 0.03%
833
-150
69
$60K 0.03%
3,000
70
$60K 0.03%
675
71
$60K 0.03%
2,319
72
$59K 0.03%
489
73
$58K 0.03%
3,065
+583
74
$58K 0.03%
3,240
75
$57K 0.03%
1,100
1 2
3
4 5