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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
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

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
150
177
$8K ﹤0.01%
100
178
$8K ﹤0.01%
425
179
$8K ﹤0.01%
+2,500
180
$7K ﹤0.01%
150
181
$7K ﹤0.01%
138
182
$7K ﹤0.01%
138
183
$7K ﹤0.01%
200
184
$7K ﹤0.01%
108
185
$6K ﹤0.01%
22
186
$6K ﹤0.01%
415
187
$6K ﹤0.01%
324
188
$6K ﹤0.01%
120
189
$6K ﹤0.01%
133
-81
190
$6K ﹤0.01%
150
191
$6K ﹤0.01%
67
192
– –
0
193
$6K ﹤0.01%
400
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$6K ﹤0.01%
200
195
$6K ﹤0.01%
137
196
$6K ﹤0.01%
500
197
$5K ﹤0.01%
70
198
$5K ﹤0.01%
309
-297
199
$5K ﹤0.01%
1,000
200
$5K ﹤0.01%
+111
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8
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