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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.17M
3
+$3.54M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.46M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.26M
3
+$5.24M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.47M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
450
127
$22K 0.01%
200
128
$21K 0.01%
1,115
+100
129
$21K 0.01%
496
130
$21K 0.01%
211
131
– –
0
132
$20K 0.01%
215
+1
133
– –
0
134
$19K 0.01%
+560
135
$19K 0.01%
500
136
– –
0
137
$18K 0.01%
200
138
$18K 0.01%
170
139
$18K 0.01%
446
-204,549
140
$17K 0.01%
306
141
$16K 0.01%
124
142
$16K 0.01%
632
143
$16K 0.01%
200
144
$15K 0.01%
1,000
145
$14K 0.01%
154
146
$13K 0.01%
289
-36
147
$13K 0.01%
299
+4
148
$13K 0.01%
1,000
149
$13K 0.01%
100
150
$13K 0.01%
500
-300
4 5
6
7 8