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

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
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$10K 0.01%
242
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401
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700
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$9K 0.01%
150
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$9K 0.01%
286
-4
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+105
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$9K 0.01%
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$9K 0.01%
200
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450
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$8K ﹤0.01%
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$8K ﹤0.01%
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+246
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$8K ﹤0.01%
+106
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$8K ﹤0.01%
+151