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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
632
152
$8K ﹤0.01%
300
153
$8K ﹤0.01%
200
154
$8K ﹤0.01%
67
+62
155
$8K ﹤0.01%
50
156
$8K ﹤0.01%
300
157
$8K ﹤0.01%
300
158
$7K ﹤0.01%
700
159
$7K ﹤0.01%
282
160
$7K ﹤0.01%
72
161
$7K ﹤0.01%
114
162
$7K ﹤0.01%
250
163
$7K ﹤0.01%
146
164
$7K ﹤0.01%
200
165
$7K ﹤0.01%
161
166
$7K ﹤0.01%
112
167
$7K ﹤0.01%
157
168
$7K ﹤0.01%
7,000
169
$6K ﹤0.01%
750
170
$6K ﹤0.01%
100
171
$6K ﹤0.01%
38
172
$6K ﹤0.01%
43
173
$6K ﹤0.01%
83
174
$6K ﹤0.01%
+300
175
$6K ﹤0.01%
1,402
5 6
7
8 9