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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
214
-312,157
152
$10K 0.01%
100
153
$10K 0.01%
606
+306
154
$10K 0.01%
1,104
-3,118,792
155
$10K 0.01%
580
156
$10K 0.01%
+1,732
157
$9K 0.01%
565
158
$9K 0.01%
225
159
– –
0
160
$9K 0.01%
700
161
$8K 0.01%
150
162
$8K 0.01%
+380
163
$8K 0.01%
632
164
$8K 0.01%
59
165
$8K 0.01%
112
166
$7K ﹤0.01%
30
167
$7K ﹤0.01%
66
-7
168
$7K ﹤0.01%
43
169
$7K ﹤0.01%
+138
170
$7K ﹤0.01%
63
171
$7K ﹤0.01%
200
172
$7K ﹤0.01%
+150
173
$7K ﹤0.01%
100
174
$7K ﹤0.01%
425
175
$7K ﹤0.01%
+837
5 6
7
8 9