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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$155K 0.06%
2,329
+4
52
$133K 0.05%
799
-300
53
$133K 0.05%
2,999
54
$129K 0.05%
+4,909
55
$124K 0.05%
2,303
56
– –
0
57
$119K 0.05%
462
58
– –
0
59
$103K 0.04%
640
60
$101K 0.04%
950
-750
61
$98K 0.04%
+3,311
62
$97K 0.04%
1,868
63
$91K 0.04%
649
64
$88K 0.04%
356
65
$86K 0.03%
3,105
66
$81K 0.03%
3,240
67
$80K 0.03%
+1,573
68
– –
0
69
– –
0
70
$74K 0.03%
2,271
71
$73K 0.03%
1,060
-3,600
72
$73K 0.03%
1,470
-58
73
$73K 0.03%
1,352
74
$72K 0.03%
450
75
$71K 0.03%
605
-437
1 2
3
4 5