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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
500
+100
102
$19K 0.01%
+500
103
$19K 0.01%
1,000
104
$18K 0.01%
264
105
$18K 0.01%
496
106
$18K 0.01%
460
107
$18K 0.01%
300
108
$18K 0.01%
910
109
$18K 0.01%
1,200
110
$17K 0.01%
360
111
$17K 0.01%
1,040
112
$16K 0.01%
200
113
$16K 0.01%
200
114
$16K 0.01%
404
115
$15K 0.01%
500
116
$15K 0.01%
300
117
$15K 0.01%
+320
118
$15K 0.01%
474
119
$14K 0.01%
338
120
$14K 0.01%
200
121
$14K 0.01%
966
-73,969
122
$14K 0.01%
330
123
$13K 0.01%
200
124
$13K 0.01%
925
125
$13K 0.01%
450
3 4
5
6 7