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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42K 0.03%
2,000
+1,000
77
$39K 0.03%
1,027
78
$38K 0.03%
988
79
$37K 0.03%
2,273
80
$37K 0.03%
974
81
$36K 0.02%
600
82
$36K 0.02%
1,167
83
$35K 0.02%
1,549
84
$34K 0.02%
3,240
85
$34K 0.02%
975
86
$33K 0.02%
1,215
87
$33K 0.02%
600
88
$33K 0.02%
180
89
$30K 0.02%
1,207
90
$30K 0.02%
356
91
$28K 0.02%
1,400
92
$28K 0.02%
2,828
93
$28K 0.02%
750
94
$28K 0.02%
240
95
$27K 0.02%
500
96
$27K 0.02%
242
+173
97
$26K 0.02%
250
98
$26K 0.02%
1,000
99
$24K 0.02%
162
100
$24K 0.02%
391
2 3
4
5 6