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 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
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+99
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+38
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+50
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$4K ﹤0.01%
425
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14,275
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$3K ﹤0.01%
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+45
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50
-6
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$2K ﹤0.01%
96
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$2K ﹤0.01%
200
-400
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$2K ﹤0.01%
63
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$2K ﹤0.01%
100
200
$2K ﹤0.01%
266