FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$32.7M
2
+$3.19M
3
+$2.76M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$291K
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$137K

Top Sells

1
+$32M
2
+$3.21M
3
+$2.78M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.67M
5
TSLA icon
Tesla
TSLA
+$111K

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%
60
152
$6K ﹤0.01%
71
153
$6K ﹤0.01%
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154
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41
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108
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59
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198
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$6K ﹤0.01%
425
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161
$6K ﹤0.01%
49
162
$5K ﹤0.01%
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163
$5K ﹤0.01%
82
164
$5K ﹤0.01%
150
165
$5K ﹤0.01%
+67
166
$5K ﹤0.01%
62
167
$5K ﹤0.01%
110
168
$5K ﹤0.01%
400
169
$5K ﹤0.01%
306
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53
171
$4K ﹤0.01%
130
172
$4K ﹤0.01%
70
173
$4K ﹤0.01%
127
174
$4K ﹤0.01%
400
175
$4K ﹤0.01%
88
5 6
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