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
$246M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$30.1M
3
+$14.6M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$11.4M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.93M

Top Sells

1
+$37.4M
2
+$10.5M
3
+$4.51M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.6M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.1M

Sector Composition

1 Energy 3.14%
2 Financials 0.83%
3 Technology 0.75%
4 Industrials 0.46%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$143K 0.06%
3,330
52
$142K 0.06%
5,568
53
$128K 0.05%
+1,500
54
$126K 0.05%
2,999
55
$125K 0.05%
2,163
-1,220
56
$121K 0.05%
2,427
-105
57
– –
-4,144
58
$114K 0.05%
1,709
+38
59
$113K 0.05%
1,737
+327
60
$101K 0.04%
1,025
+228
61
$95K 0.04%
1,868
62
$95K 0.04%
4,140
63
$90K 0.04%
4,097
64
$90K 0.04%
387
+15
65
$87K 0.04%
356
66
$85K 0.03%
3,002
+200
67
$85K 0.03%
703
68
$76K 0.03%
1,050
+1,000
69
$73K 0.03%
+1,060
70
$72K 0.03%
605
71
$72K 0.03%
1,549
72
$72K 0.03%
1,200
73
$71K 0.03%
1,609
74
– –
-416
75
$69K 0.03%
3,240
1 2
3
4 5