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
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10M
3
+$3.5M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.37M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
280
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50
178
$5K ﹤0.01%
228
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$5K ﹤0.01%
106
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$4K ﹤0.01%
189
+99
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$4K ﹤0.01%
143
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$4K ﹤0.01%
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183
$4K ﹤0.01%
+38
184
$4K ﹤0.01%
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+50
186
$4K ﹤0.01%
400
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$4K ﹤0.01%
135
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$4K ﹤0.01%
425
189
$4K ﹤0.01%
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$4K ﹤0.01%
14,275
191
$3K ﹤0.01%
161
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$3K ﹤0.01%
+45
193
$3K ﹤0.01%
38
194
$3K ﹤0.01%
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$3K ﹤0.01%
50
-6
196
$2K ﹤0.01%
96
197
$2K ﹤0.01%
200
-400
198
$2K ﹤0.01%
63
199
$2K ﹤0.01%
100
200
$2K ﹤0.01%
266
6 7
8
9 10