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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
496
127
$13K 0.01%
166
128
$13K 0.01%
1,657
129
$12K 0.01%
925
130
$12K 0.01%
352
131
$12K 0.01%
240
+200
132
$11K 0.01%
1,995
-35
133
$11K 0.01%
242
-23
134
$11K 0.01%
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135
$11K 0.01%
338
136
$10K 0.01%
290
137
$10K 0.01%
401
138
$10K 0.01%
131
139
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400
140
$10K 0.01%
96
141
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142
$10K 0.01%
135
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$9K 0.01%
200
144
$9K 0.01%
141
+6
145
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146
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148
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149
$8K 0.01%
132
-100
150
$8K 0.01%
192
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6
7 8