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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
$57K 0.04%
425
78
$56K 0.03%
780
79
$56K 0.03%
437
-61,790
80
$55K 0.03%
1,528
-209
81
$55K 0.03%
600
82
$54K 0.03%
1,089
83
$52K 0.03%
1,200
84
$51K 0.03%
680
+40
85
– –
0
86
$47K 0.03%
+3,576
87
$47K 0.03%
614
88
$44K 0.03%
2,150
89
$42K 0.03%
400
90
$41K 0.03%
570
91
$41K 0.03%
1,397
92
$38K 0.02%
141
-23
93
$37K 0.02%
450
94
– –
0
95
– –
0
96
$34K 0.02%
1,000
97
– –
0
98
$32K 0.02%
400
99
– –
0
100
$31K 0.02%
2,556
2 3
4
5 6