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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.02%
2,854
77
$39K 0.02%
975
78
$37K 0.02%
600
79
$33K 0.02%
1,700
+375
80
$33K 0.02%
3,000
+500
81
$32K 0.02%
1,304
82
$32K 0.02%
1,090
83
$31K 0.02%
1,400
84
$30K 0.02%
643
-34
85
$30K 0.02%
501
-99
86
$28K 0.01%
1,400
87
$28K 0.01%
3,240
88
$28K 0.01%
1,347
89
$28K 0.01%
242
90
$27K 0.01%
200
91
$27K 0.01%
1,000
92
$26K 0.01%
400
93
$26K 0.01%
800
+258
94
$25K 0.01%
2,828
95
$25K 0.01%
240
96
$25K 0.01%
632
97
$25K 0.01%
675
98
$24K 0.01%
592
99
$21K 0.01%
2,400
+200
100
$20K 0.01%
1,960
-760
2 3
4
5 6