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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.03%
1,000
77
$69K 0.03%
+13,538
78
$69K 0.03%
1,200
79
$68K 0.03%
425
80
$65K 0.03%
600
81
$64K 0.03%
439
+2
82
$64K 0.03%
1,000
83
$63K 0.03%
1,044
84
$62K 0.02%
780
85
– –
0
86
$59K 0.02%
1,045
-44
87
$58K 0.02%
1,200
88
$55K 0.02%
3,576
89
$55K 0.02%
1,180
-429
90
$53K 0.02%
655
91
$53K 0.02%
614
92
$51K 0.02%
2,150
93
$47K 0.02%
1,320
-90
94
$45K 0.02%
248
+88
95
$44K 0.02%
570
96
– –
0
97
$42K 0.02%
1,698
+800
98
$42K 0.02%
400
99
$41K 0.02%
400
100
– –
0
2 3
4
5 6