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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
600
-100
102
$23K 0.01%
360
+60
103
$22K 0.01%
1,400
+673
104
$22K 0.01%
2,828
105
$22K 0.01%
200
106
$20K 0.01%
404
107
$19K 0.01%
520
+60
108
$18K 0.01%
496
109
$18K 0.01%
910
110
$17K 0.01%
450
111
$17K 0.01%
352
112
$17K 0.01%
300
113
$16K 0.01%
264
114
$16K 0.01%
303
-199
115
$16K 0.01%
460
116
$14K 0.01%
1,087
117
$14K 0.01%
377
+2
118
$14K 0.01%
338
119
$14K 0.01%
200
120
$14K 0.01%
280
121
$14K 0.01%
568
122
$14K 0.01%
2,100
+1,250
123
$14K 0.01%
474
124
$13K 0.01%
925
125
$13K 0.01%
800
-111
3 4
5
6 7