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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
400
152
$9K 0.01%
+200
153
$8K 0.01%
135
154
$8K 0.01%
+300
155
$8K 0.01%
96
156
$8K 0.01%
69
157
$8K 0.01%
150
158
$7K ﹤0.01%
+166
159
$7K ﹤0.01%
300
160
$7K ﹤0.01%
146
161
$7K ﹤0.01%
425
162
$7K ﹤0.01%
150
163
$7K ﹤0.01%
360
164
$6K ﹤0.01%
1,402
165
$6K ﹤0.01%
112
166
$6K ﹤0.01%
1,000
167
$6K ﹤0.01%
116
168
$6K ﹤0.01%
122
169
$6K ﹤0.01%
54
-163
170
$6K ﹤0.01%
215
171
$6K ﹤0.01%
200
172
$6K ﹤0.01%
146
-840
173
$6K ﹤0.01%
750
174
$5K ﹤0.01%
106
175
$5K ﹤0.01%
100
5 6
7
8 9