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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.03%
2,023
77
$51K 0.03%
614
-95
78
$51K 0.03%
2,854
-900
79
$49K 0.03%
974
80
$48K 0.03%
2,430
81
$47K 0.03%
2,073
-725
82
$44K 0.02%
1,653
83
$42K 0.02%
+1,500
84
$42K 0.02%
600
85
$41K 0.02%
1,034
+888
86
$39K 0.02%
3,240
87
$38K 0.02%
600
88
$37K 0.02%
2,273
89
$36K 0.02%
356
90
$36K 0.02%
1,549
91
$34K 0.02%
975
92
$34K 0.02%
988
93
$34K 0.02%
+1,188
94
$33K 0.02%
+1,297
95
$33K 0.02%
+1,297
96
$32K 0.02%
+1,000
97
$31K 0.02%
750
98
$31K 0.02%
328
+78
99
$31K 0.02%
+329
100
$30K 0.02%
742
+142
2 3
4
5 6