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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Sells

1 +$4.49M
2 +$4.44M
3 +$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$9K 0.01%
+1,000
152
$8K 0.01%
300
+100
153
$8K 0.01%
1
154
$8K 0.01%
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$8K 0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
425
-250
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$7K ﹤0.01%
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$7K ﹤0.01%
96
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$7K ﹤0.01%
200
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$7K ﹤0.01%
1,000
163
$6K ﹤0.01%
360
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$6K ﹤0.01%
750
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$6K ﹤0.01%
215
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$6K ﹤0.01%
520
+15
168
$6K ﹤0.01%
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169
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$6K ﹤0.01%
1,402
172
$5K ﹤0.01%
30
173
$5K ﹤0.01%
83
174
$5K ﹤0.01%
200
175
$5K ﹤0.01%
75