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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.17M
3
+$3.54M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.46M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.26M
3
+$5.24M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.47M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72K 0.03%
425
77
$71K 0.03%
1,000
-50
78
$67K 0.03%
1,000
79
– –
0
80
$64K 0.02%
640
81
$63K 0.02%
1,227
82
$62K 0.02%
655
83
– –
0
84
$62K 0.02%
2,793
85
$61K 0.02%
1,640
86
$61K 0.02%
600
-75
87
$57K 0.02%
780
88
$51K 0.02%
1,089
89
$50K 0.02%
2,150
90
$50K 0.02%
833
91
$50K 0.02%
1,200
92
$48K 0.02%
400
93
$47K 0.02%
450
94
$47K 0.02%
614
95
$47K 0.02%
1,397
96
– –
0
97
$42K 0.02%
400
98
$40K 0.02%
570
99
– –
0
100
– –
0
2 3
4
5 6