FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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 Buys

1
+$10.7M
2
+$9.82M
3
+$3.49M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$2.98M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.4M

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 0-1 Year 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%
401
152
$8K 0.01%
135
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$8K 0.01%
300
+100
154
$8K 0.01%
69
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$8K 0.01%
1
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$7K ﹤0.01%
150
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$7K ﹤0.01%
96
158
$7K ﹤0.01%
200
159
$7K ﹤0.01%
1,000
160
$7K ﹤0.01%
150
161
$7K ﹤0.01%
425
-250
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$7K ﹤0.01%
146
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$6K ﹤0.01%
360
164
$6K ﹤0.01%
750
165
$6K ﹤0.01%
132
166
$6K ﹤0.01%
215
167
$6K ﹤0.01%
520
+15
168
$6K ﹤0.01%
122
169
$6K ﹤0.01%
112
170
$6K ﹤0.01%
100
171
$6K ﹤0.01%
1,402
172
$5K ﹤0.01%
83
173
$5K ﹤0.01%
30
174
$5K ﹤0.01%
200
175
$5K ﹤0.01%
75
5 6
7
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