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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.03%
+4,565
77
$55K 0.03%
+3,715
78
$55K 0.03%
2,319
-576
79
$54K 0.03%
2,430
80
$54K 0.03%
+5,155
81
$54K 0.03%
+1,740
82
$52K 0.03%
393
83
$46K 0.02%
418
+2
84
$45K 0.02%
1,787
85
$45K 0.02%
675
+75
86
$44K 0.02%
2,854
-212
87
$44K 0.02%
918
88
$43K 0.02%
1,549
89
$43K 0.02%
614
90
$40K 0.02%
1,700
91
$38K 0.02%
490
-29
92
$38K 0.02%
424
-8
93
$36K 0.02%
+1,090
94
$34K 0.02%
400
95
$32K 0.02%
3,240
96
$32K 0.02%
1,207
97
$31K 0.02%
1,200
98
$30K 0.02%
1,400
99
$29K 0.02%
124
+32
100
$28K 0.01%
360
2 3
4
5 6