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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.01%
700
102
$27K 0.01%
1,000
103
$27K 0.01%
1,000
104
$26K 0.01%
632
105
$26K 0.01%
675
-219
106
$25K 0.01%
+1,100
107
$25K 0.01%
240
108
$25K 0.01%
592
109
$25K 0.01%
430
+318
110
$24K 0.01%
2,828
111
$24K 0.01%
2,790
-50,046
112
$23K 0.01%
200
113
$21K 0.01%
200
114
$21K 0.01%
1,000
115
$20K 0.01%
300
116
$20K 0.01%
910
117
$19K 0.01%
460
-240
118
$19K 0.01%
496
119
$19K 0.01%
1,960
120
$18K 0.01%
300
121
$17K 0.01%
404
-88
122
$16K 0.01%
264
123
$16K 0.01%
502
-65
124
$16K 0.01%
460
125
$16K 0.01%
280
+100
3 4
5
6 7