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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
100
-134
177
$6K ﹤0.01%
175
+29
178
$6K ﹤0.01%
38
179
$6K ﹤0.01%
83
-29
180
$6K ﹤0.01%
200
181
$6K ﹤0.01%
77
182
$6K ﹤0.01%
+81
183
$6K ﹤0.01%
1,402
184
$5K ﹤0.01%
+104
185
$5K ﹤0.01%
30
186
$5K ﹤0.01%
132
187
$5K ﹤0.01%
43
-66
188
$5K ﹤0.01%
53
189
$5K ﹤0.01%
+52
190
$5K ﹤0.01%
143
-144
191
$5K ﹤0.01%
71
192
$5K ﹤0.01%
88
193
$5K ﹤0.01%
328
194
$5K ﹤0.01%
+1,000
195
$5K ﹤0.01%
130
196
$5K ﹤0.01%
+65
197
$5K ﹤0.01%
+198
198
$5K ﹤0.01%
133
199
$5K ﹤0.01%
+114
200
$4K ﹤0.01%
102
-88
6 7
8
9 10