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
$148M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$5.09M
3
+$3.48M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.36M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.74M

Top Sells

1
+$41.1M
2
+$12.9M
3
+$10.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.97M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.38M

Sector Composition

1 Energy 5.73%
2 Consumer Staples 1.41%
3 Technology 0.62%
4 Consumer Discretionary 0.51%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
228
177
$5K ﹤0.01%
50
178
$5K ﹤0.01%
280
179
$5K ﹤0.01%
75
180
$5K ﹤0.01%
50
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$5K ﹤0.01%
83
182
$5K ﹤0.01%
+183
183
$5K ﹤0.01%
107
-694
184
$5K ﹤0.01%
38
185
$5K ﹤0.01%
30
186
$4K ﹤0.01%
450
+400
187
$4K ﹤0.01%
100
-100
188
$4K ﹤0.01%
425
189
$4K ﹤0.01%
135
190
$4K ﹤0.01%
400
191
$4K ﹤0.01%
150
192
$4K ﹤0.01%
43
-300
193
$4K ﹤0.01%
118
194
$4K ﹤0.01%
117
-303,566
195
$4K ﹤0.01%
143
196
$4K ﹤0.01%
37
-150
197
$3K ﹤0.01%
63
198
$3K ﹤0.01%
161
199
$3K ﹤0.01%
45
200
$3K ﹤0.01%
38
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