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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.01%
675
102
$21K 0.01%
496
103
$21K 0.01%
404
104
$20K 0.01%
1,000
105
$20K 0.01%
460
106
$20K 0.01%
300
107
$19K 0.01%
2,184
108
$19K 0.01%
352
109
$18K 0.01%
375
110
$17K 0.01%
306
111
$17K 0.01%
910
112
$15K 0.01%
200
113
$15K 0.01%
100
114
$14K 0.01%
338
115
$14K 0.01%
925
116
$14K 0.01%
568
117
$13K 0.01%
632
118
$12K 0.01%
1,000
119
$12K 0.01%
100
120
$12K 0.01%
500
121
$12K 0.01%
154
122
$11K ﹤0.01%
124
+24
123
$11K ﹤0.01%
100
124
$11K ﹤0.01%
661
125
$11K ﹤0.01%
166
3 4
5
6 7