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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
30
177
$5K ﹤0.01%
146
178
$5K ﹤0.01%
118
179
$5K ﹤0.01%
400
180
$5K ﹤0.01%
129
-109,669
181
$5K ﹤0.01%
+350
182
$5K ﹤0.01%
132
183
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183
184
$5K ﹤0.01%
22
-200
185
$5K ﹤0.01%
50
-17
186
$5K ﹤0.01%
+67
187
$5K ﹤0.01%
71
188
$5K ﹤0.01%
400
189
$5K ﹤0.01%
661
190
$5K ﹤0.01%
396
191
$5K ﹤0.01%
425
192
$4K ﹤0.01%
56
193
$4K ﹤0.01%
150
194
$4K ﹤0.01%
108
195
$4K ﹤0.01%
53
196
$4K ﹤0.01%
45
197
$4K ﹤0.01%
38
198
$4K ﹤0.01%
88
199
$4K ﹤0.01%
5
-8
200
$4K ﹤0.01%
100
6 7
8
9 10