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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.02%
+714
102
$39K 0.02%
+394
103
$38K 0.02%
450
104
$37K 0.01%
1,000
105
– –
0
106
– –
0
107
$35K 0.01%
280
108
$34K 0.01%
2,556
109
$32K 0.01%
1,652
110
– –
0
111
$28K 0.01%
26
+22
112
$28K 0.01%
270
113
$27K 0.01%
220
114
$27K 0.01%
1,500
-2,597
115
$27K 0.01%
2,583
116
$25K 0.01%
1,000
117
$24K 0.01%
100
118
$24K 0.01%
571
119
$24K 0.01%
500
120
$23K 0.01%
2,828
121
$23K 0.01%
350
122
$23K 0.01%
496
123
$23K 0.01%
1,500
124
$23K 0.01%
306
125
$22K 0.01%
198
+132
3 4
5
6 7