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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.02%
1,392
102
$22K 0.02%
300
103
$22K 0.02%
600
104
$22K 0.02%
550
105
$21K 0.01%
209
106
$21K 0.01%
200
107
$21K 0.01%
675
108
$21K 0.01%
330
+310
109
$20K 0.01%
537
110
$19K 0.01%
209
111
$18K 0.01%
200
112
$18K 0.01%
429
-100
113
$18K 0.01%
300
114
$17K 0.01%
1,790
115
$17K 0.01%
315
116
$17K 0.01%
910
117
$16K 0.01%
1,000
118
$16K 0.01%
460
119
$16K 0.01%
404
120
$16K 0.01%
2,199
121
$15K 0.01%
2,450
122
$14K 0.01%
150
123
$14K 0.01%
400
124
$14K 0.01%
+500
125
$13K 0.01%
264
3 4
5
6 7