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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
+168
102
$29K 0.02%
1,652
-41,506
103
$29K 0.02%
280
104
$27K 0.02%
220
105
– –
0
106
$25K 0.02%
270
107
$24K 0.02%
1,121
+6
108
$24K 0.02%
2,583
109
$24K 0.02%
237
110
$24K 0.02%
571
+121
111
$24K 0.02%
504
112
$24K 0.02%
500
113
$23K 0.01%
440
+40
114
$23K 0.01%
474
115
$22K 0.01%
160
+8
116
$22K 0.01%
350
117
$22K 0.01%
898
+427
118
$21K 0.01%
2,828
119
$21K 0.01%
496
120
$21K 0.01%
1,316
121
$21K 0.01%
910
122
$20K 0.01%
1,500
123
$20K 0.01%
360
124
$20K 0.01%
306
125
$19K 0.01%
100
3 4
5
6 7