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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40K 0.02%
+1,168
77
$39K 0.02%
2,854
78
$39K 0.02%
751
79
$39K 0.02%
2,000
80
$38K 0.02%
801
+6
81
$38K 0.02%
975
-70
82
$35K 0.02%
395
+4
83
$34K 0.02%
3,594
84
$34K 0.02%
1,027
85
$34K 0.02%
2,000
86
$32K 0.02%
634
+1
87
$32K 0.02%
846
88
$31K 0.02%
187
+9
89
$30K 0.02%
1,207
+340
90
$28K 0.02%
3,240
91
$28K 0.02%
1,400
92
$28K 0.02%
750
93
$28K 0.02%
1,549
94
$27K 0.02%
2,828
95
$27K 0.02%
398
96
$26K 0.02%
301
97
$26K 0.02%
343
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98
$26K 0.02%
1,000
99
$25K 0.02%
+1,000
100
$25K 0.02%
500
+200
2 3
4
5 6