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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
865
127
$12K 0.01%
200
128
$12K 0.01%
166
129
$11K 0.01%
784
130
$11K 0.01%
100
131
$11K 0.01%
830
132
$11K 0.01%
131
-293
133
$11K 0.01%
+90
134
$11K 0.01%
350
135
$10K 0.01%
65
136
$10K 0.01%
1,000
137
$10K 0.01%
100
138
$10K 0.01%
96
139
$10K 0.01%
1,263
+12
140
$10K 0.01%
500
141
$10K 0.01%
+200
142
$9K ﹤0.01%
92
143
$9K ﹤0.01%
632
144
$9K ﹤0.01%
112
145
$9K ﹤0.01%
661
-231
146
$9K ﹤0.01%
152
-58
147
$9K ﹤0.01%
700
148
$9K ﹤0.01%
157
149
$8K ﹤0.01%
262
150
$8K ﹤0.01%
150
4 5
6
7 8