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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.03%
+1,341
77
$38K 0.03%
397
+2
78
$37K 0.03%
762
-96
79
$37K 0.03%
600
-151
80
$35K 0.02%
634
81
$34K 0.02%
+1,330
82
$34K 0.02%
1,829
+255
83
$34K 0.02%
975
84
$34K 0.02%
846
85
$33K 0.02%
600
-600
86
$33K 0.02%
2,000
87
$31K 0.02%
3,240
88
$30K 0.02%
1,207
89
$29K 0.02%
1,400
90
$29K 0.02%
750
91
$29K 0.02%
1,549
92
$29K 0.02%
398
93
$28K 0.02%
2,828
94
$27K 0.02%
301
95
$27K 0.02%
356
96
$26K 0.02%
162
-25
97
$26K 0.02%
391
98
$26K 0.02%
460
99
$26K 0.02%
1,000
100
$26K 0.02%
240
2 3
4
5 6