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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
460
102
$25K 0.02%
356
103
$25K 0.02%
240
104
$24K 0.01%
217
-1,529
105
$23K 0.01%
1,574
106
$23K 0.01%
391
107
$23K 0.01%
600
108
$23K 0.01%
550
109
$21K 0.01%
187
110
$21K 0.01%
250
111
$20K 0.01%
300
112
$20K 0.01%
675
113
$19K 0.01%
209
+105
114
$19K 0.01%
209
115
$18K 0.01%
523
116
$18K 0.01%
2,199
+2,197
117
$18K 0.01%
910
118
$18K 0.01%
375
119
$17K 0.01%
200
120
$17K 0.01%
392
121
$17K 0.01%
+1,000
122
$16K 0.01%
429
123
$16K 0.01%
+200
124
$16K 0.01%
2,017
+437
125
$15K 0.01%
404
3 4
5
6 7