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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$13.9M
3
+$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Top Sells

1
+$41.3M
2
+$12.4M
3
+$4.91M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
391
102
$25K 0.02%
500
103
$24K 0.02%
300
104
$24K 0.02%
375
105
$23K 0.02%
1,000
106
$23K 0.02%
460
107
$22K 0.02%
209
108
$22K 0.02%
537
109
$22K 0.02%
600
110
$20K 0.01%
1,392
111
$20K 0.01%
675
112
$19K 0.01%
209
113
$19K 0.01%
200
114
$18K 0.01%
2,199
115
$18K 0.01%
+300
116
$18K 0.01%
250
117
$17K 0.01%
200
118
$17K 0.01%
429
119
$17K 0.01%
404
120
$17K 0.01%
2,000
+1,000
121
$17K 0.01%
550
122
$17K 0.01%
1,000
123
$16K 0.01%
1,470
+450
124
$16K 0.01%
910
125
$14K 0.01%
496
3 4
5
6 7