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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$13.9M
3
+$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Top Sells

1
+$41.3M
2
+$12.4M
3
+$4.91M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.03%
180
77
$43K 0.03%
1,829
78
$42K 0.03%
2,000
79
$42K 0.03%
1,027
80
$41K 0.03%
+1,167
81
$40K 0.03%
988
82
$39K 0.03%
1,341
83
$39K 0.03%
1,496
84
$38K 0.03%
634
85
$38K 0.03%
+1,215
86
$34K 0.02%
600
87
$34K 0.02%
600
88
$33K 0.02%
1,549
89
$31K 0.02%
975
90
$31K 0.02%
3,240
91
$29K 0.02%
240
92
$29K 0.02%
356
93
$29K 0.02%
1,207
94
$29K 0.02%
2,828
95
$28K 0.02%
1,400
96
$27K 0.02%
301
97
$27K 0.02%
162
98
$27K 0.02%
750
99
$26K 0.02%
1,000
100
$25K 0.02%
250
2 3
4
5 6