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
$193M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
375
+125
127
$15K 0.01%
372
128
$14K 0.01%
1,087
-288
129
$14K 0.01%
338
130
$14K 0.01%
200
-207
131
$14K 0.01%
925
132
$14K 0.01%
450
133
$14K 0.01%
911
134
$13K 0.01%
200
135
$13K 0.01%
352
136
$13K 0.01%
210
-6,955
137
$13K 0.01%
850
+300
138
$13K 0.01%
474
-95
139
$12K 0.01%
1,000
-265
140
$12K 0.01%
100
-102
141
$12K 0.01%
568
+349
142
$12K 0.01%
700
143
$11K 0.01%
830
144
$11K 0.01%
1,205
145
$11K 0.01%
96
146
$11K 0.01%
500
147
$11K 0.01%
166
148
$11K 0.01%
157
149
$11K 0.01%
865
150
$10K 0.01%
1,000
4 5
6
7 8