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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.17M
3
+$3.54M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.46M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.26M
3
+$5.24M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.47M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K 0.01%
+7,500
102
$34K 0.01%
280
103
– –
0
104
– –
0
105
$32K 0.01%
2,556
106
$31K 0.01%
1,000
107
$28K 0.01%
474
108
$28K 0.01%
910
109
$27K 0.01%
2,828
110
$27K 0.01%
350
111
$27K 0.01%
2,583
-1,875
112
$27K 0.01%
237
113
$26K 0.01%
360
114
$25K 0.01%
152
115
$25K 0.01%
220
-385
116
$25K 0.01%
504
117
$25K 0.01%
352
118
$24K 0.01%
400
119
$24K 0.01%
500
120
$23K 0.01%
460
121
$22K 0.01%
375
122
$22K 0.01%
100
123
$22K 0.01%
1,500
124
$22K 0.01%
1,316
125
$22K 0.01%
270
3 4
5
6 7