FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$3.19M
3
+$2.76M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$291K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$137K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.67M
5
TSLA icon
Tesla
TSLA
+$111K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
1,251
127
$9K ﹤0.01%
150
128
$9K ﹤0.01%
632
129
$9K ﹤0.01%
91
130
$9K ﹤0.01%
350
131
$9K ﹤0.01%
700
132
$8K ﹤0.01%
218
-4
133
$8K ﹤0.01%
43
134
$8K ﹤0.01%
+84
135
$8K ﹤0.01%
112
136
$8K ﹤0.01%
60
137
$8K ﹤0.01%
1,000
138
$8K ﹤0.01%
580
+300
139
$8K ﹤0.01%
92
140
$7K ﹤0.01%
150
141
$7K ﹤0.01%
120
142
$7K ﹤0.01%
2
143
$7K ﹤0.01%
49
144
$7K ﹤0.01%
112
145
$7K ﹤0.01%
211
+54
146
$7K ﹤0.01%
175
147
$7K ﹤0.01%
30
148
$7K ﹤0.01%
73
149
$6K ﹤0.01%
132
150
$6K ﹤0.01%
83
4 5
6
7 8