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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$13.9M
3
+$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Top Sells

1
+$41.3M
2
+$12.4M
3
+$4.91M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
14
-82
202
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40
203
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40
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$2K ﹤0.01%
24
205
$2K ﹤0.01%
73
206
$2K ﹤0.01%
169
207
– –
0
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$1K ﹤0.01%
34
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21
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$1K ﹤0.01%
500
211
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5
212
$0 ﹤0.01%
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$0 ﹤0.01%
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220
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-6,400
221
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0
225
$0 ﹤0.01%
6
7 8
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10 11