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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
100
127
$13K 0.01%
306
128
$12K 0.01%
496
129
$12K 0.01%
925
130
$12K 0.01%
+279
131
$12K 0.01%
311
132
$11K 0.01%
+264
133
$11K 0.01%
6,400
134
$11K 0.01%
338
135
$11K 0.01%
281
+7
136
$11K 0.01%
283
137
$11K 0.01%
400
138
$11K 0.01%
441
139
$10K 0.01%
2,030
+40
140
$10K 0.01%
400
141
$10K 0.01%
1,000
142
$10K 0.01%
96
143
$10K 0.01%
352
144
$10K 0.01%
346
145
$10K 0.01%
432
146
$10K 0.01%
196
147
$9K 0.01%
401
148
$9K 0.01%
315
149
$9K 0.01%
166
150
$9K 0.01%
700
4 5
6
7 8