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
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$3.19M
3
+$3.18M
4
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$648K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$367K

Top Sells

1
+$25.5M
2
+$25.2M
3
+$13M
4
PSI icon
Invesco Semiconductors ETF
PSI
+$3.48M
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$3.48M

Sector Composition

1 Financials 6.45%
2 Energy 5.11%
3 Consumer Staples 1.54%
4 Technology 0.59%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
200
152
$7K ﹤0.01%
282
153
$7K ﹤0.01%
216
-26
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$7K ﹤0.01%
72
+50
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146
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$7K ﹤0.01%
1,251
-948
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$7K ﹤0.01%
5
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$7K ﹤0.01%
300
160
$6K ﹤0.01%
750
161
$6K ﹤0.01%
100
-100
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$6K ﹤0.01%
300
+150
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$6K ﹤0.01%
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+1
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$6K ﹤0.01%
83
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$6K ﹤0.01%
67
+17
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$6K ﹤0.01%
661
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$6K ﹤0.01%
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50
169
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$6K ﹤0.01%
142
171
$5K ﹤0.01%
30
172
$5K ﹤0.01%
146
173
$5K ﹤0.01%
150
174
$5K ﹤0.01%
400
175
$5K ﹤0.01%
38
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7
8 9