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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$122K 0.08%
+640
52
$108K 0.07%
2,303
53
$106K 0.07%
1,042
54
– –
0
55
– –
0
56
$95K 0.06%
4,290
+150
57
$89K 0.06%
356
58
$87K 0.05%
1,868
59
$84K 0.05%
649
-54
60
$83K 0.05%
462
+75
61
$77K 0.05%
3,105
+2
62
$76K 0.05%
1,609
63
$73K 0.05%
4,097
64
$71K 0.04%
2,271
-48
65
– –
0
66
$68K 0.04%
1,160
67
$67K 0.04%
3,240
68
$64K 0.04%
+370
69
$63K 0.04%
1,200
70
$62K 0.04%
1,044
+211
71
$61K 0.04%
1,352
+125
72
$60K 0.04%
655
73
$60K 0.04%
1,000
74
$60K 0.04%
1,000
75
$59K 0.04%
450
-20
1 2
3
4 5