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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.04%
2,793
52
$103K 0.04%
4,097
53
$101K 0.04%
727
54
$84K 0.04%
2,854
55
$84K 0.04%
1,835
+2
56
$80K 0.03%
1,200
57
$78K 0.03%
356
58
$76K 0.03%
1,429
59
$76K 0.03%
3,690
-5,100
60
$76K 0.03%
2,319
61
$75K 0.03%
1,000
62
$72K 0.03%
4,000
63
$71K 0.03%
416
64
$68K 0.03%
797
-36
65
$67K 0.03%
1,427
66
$66K 0.03%
1,549
67
$64K 0.03%
3,065
68
$60K 0.03%
489
69
$60K 0.03%
675
70
$59K 0.02%
3,240
71
$58K 0.02%
2,600
72
$58K 0.02%
3,000
73
$58K 0.02%
1,100
74
$56K 0.02%
960
75
$55K 0.02%
372
1 2
3
4 5