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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
106
177
$4K ﹤0.01%
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178
$4K ﹤0.01%
150
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$4K ﹤0.01%
400
180
$4K ﹤0.01%
+100
181
$4K ﹤0.01%
50
182
$4K ﹤0.01%
116
183
$3K ﹤0.01%
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184
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45
185
$3K ﹤0.01%
38
186
$3K ﹤0.01%
425
187
$3K ﹤0.01%
100
188
$3K ﹤0.01%
88
189
$3K ﹤0.01%
23
190
$3K ﹤0.01%
1,000
191
$2K ﹤0.01%
100
192
$2K ﹤0.01%
96
193
$2K ﹤0.01%
64
194
$2K ﹤0.01%
100
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$2K ﹤0.01%
266
196
$2K ﹤0.01%
200
197
$2K ﹤0.01%
+65
198
$2K ﹤0.01%
88
199
$2K ﹤0.01%
40
200
$2K ﹤0.01%
215
+15
6 7
8
9 10