FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.09M
3
+$3.59M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.47M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.61M
3
+$3.78M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$3.53M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
+175
177
$10K ﹤0.01%
+211
178
$10K ﹤0.01%
1,000
179
$10K ﹤0.01%
+174
180
$10K ﹤0.01%
+487
181
$10K ﹤0.01%
+130
182
$9K ﹤0.01%
150
183
$9K ﹤0.01%
73
184
$9K ﹤0.01%
43
185
$9K ﹤0.01%
100
186
$9K ﹤0.01%
59
187
$9K ﹤0.01%
+694
188
$9K ﹤0.01%
700
189
$8K ﹤0.01%
+32
190
$8K ﹤0.01%
161
+31
191
$8K ﹤0.01%
30
192
$8K ﹤0.01%
63
193
$7K ﹤0.01%
67
194
$7K ﹤0.01%
110
195
$7K ﹤0.01%
200
196
$7K ﹤0.01%
482
197
$7K ﹤0.01%
112
198
$7K ﹤0.01%
425
199
$6K ﹤0.01%
200
200
$6K ﹤0.01%
108
6 7
8
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