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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
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88
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$8K ﹤0.01%
300
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233
-5
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38
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+1
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$7K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
175
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
200
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$6K ﹤0.01%
91
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$6K ﹤0.01%
1,000
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$6K ﹤0.01%
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$6K ﹤0.01%
112
-318
172
$6K ﹤0.01%
114
173
$6K ﹤0.01%
1,402
174
$5K ﹤0.01%
104
175
$5K ﹤0.01%
30
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7
8 9