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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
+467
152
$10K 0.01%
1,995
153
$10K 0.01%
242
154
$10K 0.01%
401
155
$10K 0.01%
700
156
$10K 0.01%
+415
157
$10K 0.01%
+413
158
$9K 0.01%
150
159
$9K 0.01%
286
-4
160
$9K 0.01%
+200
161
$9K 0.01%
+105
162
$9K 0.01%
+159
163
$9K 0.01%
200
164
$9K 0.01%
+363
165
$9K 0.01%
+363
166
$9K 0.01%
450
+350
167
$9K 0.01%
300
168
$9K 0.01%
142
169
$9K 0.01%
+29
170
$8K ﹤0.01%
+79
171
$8K ﹤0.01%
520
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172
$8K ﹤0.01%
146
173
$8K ﹤0.01%
262
+246
174
$8K ﹤0.01%
+106
175
$8K ﹤0.01%
+151
5 6
7
8 9