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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
306
127
$13K 0.01%
352
128
$13K 0.01%
196
129
$12K 0.01%
264
130
$12K 0.01%
290
-233
131
$12K 0.01%
338
132
$12K 0.01%
925
133
$12K 0.01%
311
134
$12K 0.01%
1,657
-360
135
$11K 0.01%
1,000
136
$11K 0.01%
401
137
$11K 0.01%
96
138
$11K 0.01%
400
139
$11K 0.01%
1,020
+500
140
$11K 0.01%
279
141
$11K 0.01%
166
142
$11K 0.01%
432
143
$10K 0.01%
315
144
$10K 0.01%
283
145
$10K 0.01%
6,400
146
$10K 0.01%
+70
147
$9K 0.01%
1,000
148
$9K 0.01%
700
149
$9K 0.01%
+175
150
$9K 0.01%
+192
4 5
6
7 8