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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53K 0.02%
366
-209
77
$50K 0.02%
2,793
78
$47K 0.02%
200
79
$46K 0.02%
614
80
$46K 0.02%
935
81
$44K 0.02%
1,787
82
$42K 0.02%
400
83
$39K 0.02%
1,422
84
$38K 0.02%
1,090
85
$35K 0.01%
1,740
86
$32K 0.01%
240
87
$32K 0.01%
1,200
88
$31K 0.01%
600
89
$31K 0.01%
1,960
90
$26K 0.01%
2,828
91
$25K 0.01%
350
92
$25K 0.01%
512
93
$24K 0.01%
474
-118
94
$24K 0.01%
504
-128
95
$23K 0.01%
299
+164
96
$23K 0.01%
360
97
$23K 0.01%
450
98
$23K 0.01%
280
99
$23K 0.01%
+100
100
$22K 0.01%
200
2 3
4
5 6