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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.92M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
161
177
$6K ﹤0.01%
138
178
$6K ﹤0.01%
67
179
$6K ﹤0.01%
110
180
$6K ﹤0.01%
200
181
$6K ﹤0.01%
108
182
$6K ﹤0.01%
500
183
$5K ﹤0.01%
22
184
$5K ﹤0.01%
+415
185
$5K ﹤0.01%
24
-7
186
$5K ﹤0.01%
+106
187
$5K ﹤0.01%
120
188
$5K ﹤0.01%
150
189
– –
0
190
$5K ﹤0.01%
400
191
$5K ﹤0.01%
306
192
$5K ﹤0.01%
1,000
193
$5K ﹤0.01%
137
-14
194
$4K ﹤0.01%
+344
195
$4K ﹤0.01%
70
196
$4K ﹤0.01%
400
197
$4K ﹤0.01%
132
198
$4K ﹤0.01%
+380
199
$4K ﹤0.01%
+106
200
$3K ﹤0.01%
240
6 7
8
9 10