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
$246M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$30.1M
3
+$14.6M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$11.4M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.93M

Top Sells

1
+$37.4M
2
+$10.5M
3
+$4.51M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.6M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.1M

Sector Composition

1 Energy 3.14%
2 Financials 0.83%
3 Technology 0.75%
4 Industrials 0.46%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
375
127
$22K 0.01%
+800
128
$21K 0.01%
496
129
$21K 0.01%
1,500
130
$21K 0.01%
270
131
$21K 0.01%
460
132
– –
-675
133
$20K 0.01%
+214
134
$20K 0.01%
100
135
$20K 0.01%
360
136
– –
-300
137
$19K 0.01%
500
138
– –
-568
139
$17K 0.01%
200
140
$17K 0.01%
170
141
$15K 0.01%
200
142
$15K 0.01%
306
143
$14K 0.01%
325
+217
144
$14K 0.01%
124
145
$14K 0.01%
1,000
146
$14K 0.01%
+632
147
$13K 0.01%
295
-45,523
148
$13K 0.01%
1,000
149
$13K 0.01%
925
150
$13K 0.01%
+580
4 5
6
7 8