FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.09M
3
+$3.59M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.47M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.61M
3
+$3.78M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$3.53M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
1,000
152
$12K ﹤0.01%
1,000
153
$12K ﹤0.01%
925
154
$12K ﹤0.01%
661
155
$12K ﹤0.01%
580
156
– –
0
157
$11K ﹤0.01%
+283
158
$11K ﹤0.01%
471
-1,340
159
$11K ﹤0.01%
100
160
– –
0
161
$10K ﹤0.01%
+174
162
$10K ﹤0.01%
+487
163
$10K ﹤0.01%
+197
164
$10K ﹤0.01%
+79
165
$10K ﹤0.01%
565
-2,500
166
$10K ﹤0.01%
+66
167
$10K ﹤0.01%
+469
168
$10K ﹤0.01%
+89
169
$10K ﹤0.01%
+99
170
$10K ﹤0.01%
+133
171
$10K ﹤0.01%
+181
172
$10K ﹤0.01%
632
173
$10K ﹤0.01%
+121
174
$10K ﹤0.01%
225
175
$10K ﹤0.01%
+218
5 6
7
8 9