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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
+865
102
$29K 0.02%
1,207
103
$27K 0.01%
182
+20
104
$27K 0.01%
2,828
105
$27K 0.01%
636
+207
106
$27K 0.01%
242
107
$26K 0.01%
391
108
$26K 0.01%
1,000
109
$26K 0.01%
240
110
$25K 0.01%
1,392
111
$25K 0.01%
622
+500
112
$24K 0.01%
200
113
$24K 0.01%
675
114
$23K 0.01%
200
-9
115
$22K 0.01%
300
116
$21K 0.01%
200
+100
117
$21K 0.01%
300
118
$21K 0.01%
180
119
$19K 0.01%
1,000
120
$19K 0.01%
400
121
$19K 0.01%
330
122
$18K 0.01%
+500
123
$18K 0.01%
500
124
$18K 0.01%
404
125
$17K 0.01%
460
3 4
5
6 7