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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53K 0.03%
853
-1,021
77
$53K 0.03%
2,319
78
$50K 0.03%
675
79
$48K 0.03%
421
+3
80
$40K 0.02%
614
81
$39K 0.02%
1,787
82
$38K 0.02%
3,240
83
$38K 0.02%
1,700
84
$37K 0.02%
1,090
85
$36K 0.02%
372
+12
86
$33K 0.02%
+813
87
$33K 0.02%
1,200
88
$31K 0.02%
400
89
$30K 0.02%
1,422
+215
90
$29K 0.02%
+1,823
91
$28K 0.01%
240
92
$27K 0.01%
389
-101
93
$26K 0.01%
1,100
94
$26K 0.01%
632
95
$25K 0.01%
1,000
96
$24K 0.01%
1,000
97
$24K 0.01%
1,167
+1,117
98
$24K 0.01%
1,960
99
$24K 0.01%
592
100
$24K 0.01%
675
2 3
4
5 6