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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
100
177
$8K ﹤0.01%
50
178
$8K ﹤0.01%
100
179
$7K ﹤0.01%
+133
180
$7K ﹤0.01%
150
181
$7K ﹤0.01%
426
182
$7K ﹤0.01%
38
183
$7K ﹤0.01%
+400
184
$7K ﹤0.01%
+100
185
$7K ﹤0.01%
215
186
$7K ﹤0.01%
661
187
$7K ﹤0.01%
432
188
$7K ﹤0.01%
112
189
$6K ﹤0.01%
750
190
$6K ﹤0.01%
+155
191
$6K ﹤0.01%
110
+1
192
$6K ﹤0.01%
183
193
$6K ﹤0.01%
83
194
$6K ﹤0.01%
300
195
$6K ﹤0.01%
+100
196
$6K ﹤0.01%
+177
197
$6K ﹤0.01%
+111
198
$6K ﹤0.01%
1,402
199
$5K ﹤0.01%
+100
200
$5K ﹤0.01%
30
6 7
8
9 10