FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.82M
3
+$3.49M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$2.98M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.4M

Top Sells

1
+$4.49M
2
+$4.44M
3
+$3.08M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.31M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$169K

Sector Composition

1 Energy 2.77%
2 Consumer Staples 1.37%
3 Technology 0.57%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
100
202
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40
203
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24
204
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200
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$2K ﹤0.01%
781
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+500
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$1K ﹤0.01%
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50
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5
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211
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22
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154
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$0 ﹤0.01%
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– –
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7
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218
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0
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222
– –
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$0 ﹤0.01%
4
224
$0 ﹤0.01%
10
225
$0 ﹤0.01%
13
7 8
9
10 11