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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
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

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
1,170
-3,120
127
$21K 0.01%
921
-200
128
$21K 0.01%
375
129
$21K 0.01%
1,316
130
$21K 0.01%
360
131
$21K 0.01%
910
132
– –
0
133
– –
0
134
$20K 0.01%
+567
135
$18K 0.01%
200
136
$18K 0.01%
216
137
$18K 0.01%
500
138
$18K 0.01%
170
139
$18K 0.01%
352
140
$17K 0.01%
3,800
+3,720
141
$17K 0.01%
560
142
$16K 0.01%
211
143
$16K 0.01%
1,732
144
$15K 0.01%
260
-180
145
$15K 0.01%
460
146
$14K 0.01%
925
147
$14K 0.01%
450
-947
148
$14K 0.01%
140
149
$13K 0.01%
124
150
$13K 0.01%
1,000
4 5
6
7 8