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
$246M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$30.1M
3
+$14.6M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$11.4M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.93M

Top Sells

1
+$37.4M
2
+$10.5M
3
+$4.51M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.6M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.1M

Sector Composition

1 Energy 3.14%
2 Financials 0.83%
3 Technology 0.75%
4 Industrials 0.46%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
211
152
$12K ﹤0.01%
1,000
153
$12K ﹤0.01%
1,000
154
$12K ﹤0.01%
661
155
– –
-500
156
$12K ﹤0.01%
154
157
$11K ﹤0.01%
100
158
$11K ﹤0.01%
225
159
– –
-166
160
$10K ﹤0.01%
100
161
$10K ﹤0.01%
92
162
– –
0
163
$10K ﹤0.01%
700
164
$9K ﹤0.01%
26
165
$9K ﹤0.01%
800
166
$9K ﹤0.01%
500
-200
167
$9K ﹤0.01%
632
168
$9K ﹤0.01%
91
169
$9K ﹤0.01%
1,000
170
$8K ﹤0.01%
150
171
$8K ﹤0.01%
73
172
$8K ﹤0.01%
43
173
$8K ﹤0.01%
+303
174
$8K ﹤0.01%
110
175
$8K ﹤0.01%
100
5 6
7
8 9