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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

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%
440
+240
127
$10K ﹤0.01%
1,251
128
$9K ﹤0.01%
150
129
$9K ﹤0.01%
632
130
$9K ﹤0.01%
91
131
$9K ﹤0.01%
350
132
$9K ﹤0.01%
700
133
$8K ﹤0.01%
60
134
$8K ﹤0.01%
218
-4
135
$8K ﹤0.01%
43
136
$8K ﹤0.01%
+84
137
$8K ﹤0.01%
112
138
$8K ﹤0.01%
1,000
139
$8K ﹤0.01%
580
+300
140
$8K ﹤0.01%
92
141
$7K ﹤0.01%
175
142
$7K ﹤0.01%
30
143
$7K ﹤0.01%
73
144
$7K ﹤0.01%
150
145
$7K ﹤0.01%
120
146
$7K ﹤0.01%
2
147
$7K ﹤0.01%
49
148
$7K ﹤0.01%
112
149
$7K ﹤0.01%
211
+54
150
$6K ﹤0.01%
132
4 5
6
7 8