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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
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

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
200
152
$12K ﹤0.01%
287
-1
153
$12K ﹤0.01%
632
154
$12K ﹤0.01%
1,000
155
$12K ﹤0.01%
100
156
$11K ﹤0.01%
1,000
157
$11K ﹤0.01%
100
158
$11K ﹤0.01%
1,104
159
– –
0
160
$10K ﹤0.01%
565
161
$10K ﹤0.01%
632
162
– –
0
163
$10K ﹤0.01%
700
164
$9K ﹤0.01%
+36
165
$9K ﹤0.01%
380
166
$9K ﹤0.01%
225
167
$9K ﹤0.01%
63
168
$9K ﹤0.01%
59
169
$9K ﹤0.01%
112
170
$8K ﹤0.01%
400
+160
171
$8K ﹤0.01%
161
172
$8K ﹤0.01%
30
173
$8K ﹤0.01%
175
-126
174
$8K ﹤0.01%
43
175
$8K ﹤0.01%
110
5 6
7
8 9