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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
784
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$10K 0.01%
112
-42
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$10K 0.01%
100
154
$10K 0.01%
700
155
$10K 0.01%
+727
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$9K ﹤0.01%
+65
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$9K ﹤0.01%
206
-203
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$9K ﹤0.01%
632
159
$9K ﹤0.01%
+5
160
$9K ﹤0.01%
+280
161
$9K ﹤0.01%
1,251
162
$9K ﹤0.01%
350
163
$8K ﹤0.01%
150
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164
$8K ﹤0.01%
92
-33
165
$8K ﹤0.01%
146
-365
166
$8K ﹤0.01%
892
+231
167
$8K ﹤0.01%
185
-469
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$8K ﹤0.01%
300
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116
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$7K ﹤0.01%
300
171
$7K ﹤0.01%
262
+166
172
$7K ﹤0.01%
238
173
$7K ﹤0.01%
116
-160
174
$7K ﹤0.01%
50
175
$6K ﹤0.01%
350
5 6
7
8 9