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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
500
102
$24K 0.02%
1,000
103
$24K 0.02%
600
104
$23K 0.02%
250
105
$22K 0.01%
300
106
$21K 0.01%
405
+273
107
$21K 0.01%
209
108
$21K 0.01%
537
+256
109
$21K 0.01%
392
110
$21K 0.01%
375
111
$20K 0.01%
550
112
$19K 0.01%
+250
113
$19K 0.01%
209
114
$19K 0.01%
675
115
$18K 0.01%
1,392
-2,202
116
$18K 0.01%
429
117
$18K 0.01%
910
118
$18K 0.01%
1,000
119
$17K 0.01%
200
120
$16K 0.01%
200
121
$16K 0.01%
404
122
$16K 0.01%
2,199
123
$14K 0.01%
100
124
$13K 0.01%
2,030
125
$13K 0.01%
496
3 4
5
6 7