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
$237M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$3.42M
3
+$2.8M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$290K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$139K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$105K

Sector Composition

1 Energy 3.43%
2 Financials 0.84%
3 Industrials 0.52%
4 Technology 0.51%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
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$5K ﹤0.01%
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+67
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$4K ﹤0.01%
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$4K ﹤0.01%
127
175
$4K ﹤0.01%
400
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