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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
500
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446
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0
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200
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0
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$15K 0.01%
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632
138
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1,000
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141
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+2
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1,000
143
$12K 0.01%
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144
$12K 0.01%
925
145
– –
0
146
$12K 0.01%
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147
$11K 0.01%
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$11K 0.01%
1,000
149
$11K 0.01%
100
150
$10K 0.01%
1,000
4 5
6
7 8