FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$4.73M
3
+$3.98M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.31M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.26M

Top Sells

1
+$18.8M
2
+$5.01M
3
+$4.13M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.54M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.29M

Sector Composition

1 Energy 10.2%
2 Consumer Staples 1.44%
3 Technology 0.57%
4 Consumer Discretionary 0.56%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
175
152
$7K ﹤0.01%
150
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$7K ﹤0.01%
150
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$7K ﹤0.01%
425
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$7K ﹤0.01%
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$7K ﹤0.01%
300
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215
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+661
159
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69
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$7K ﹤0.01%
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$7K ﹤0.01%
300
162
$7K ﹤0.01%
100
163
$7K ﹤0.01%
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$7K ﹤0.01%
405
165
$7K ﹤0.01%
50
166
$6K ﹤0.01%
750
167
$6K ﹤0.01%
146
168
$6K ﹤0.01%
+1,000
169
$6K ﹤0.01%
200
170
$6K ﹤0.01%
112
171
$6K ﹤0.01%
1,402
172
$5K ﹤0.01%
360
173
$5K ﹤0.01%
30
174
$5K ﹤0.01%
38
175
$5K ﹤0.01%
108
5 6
7
8 9