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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
150
-166,913
177
$5K ﹤0.01%
43
178
$5K ﹤0.01%
53
179
$5K ﹤0.01%
71
180
$5K ﹤0.01%
108
181
$5K ﹤0.01%
425
182
$5K ﹤0.01%
133
183
$4K ﹤0.01%
118
184
$4K ﹤0.01%
400
-600
185
$4K ﹤0.01%
82
186
$4K ﹤0.01%
150
187
$4K ﹤0.01%
60
188
$4K ﹤0.01%
460
189
$4K ﹤0.01%
62
190
$4K ﹤0.01%
88
191
$4K ﹤0.01%
400
-4,185
192
$4K ﹤0.01%
38
193
$4K ﹤0.01%
64
194
$4K ﹤0.01%
112
195
$3K ﹤0.01%
149
196
$3K ﹤0.01%
44
197
$3K ﹤0.01%
122
198
$3K ﹤0.01%
242
199
$3K ﹤0.01%
390
-2,400
200
$3K ﹤0.01%
255
6 7
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