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

Top Buys

1
+$23.3M
2
+$13.5M
3
+$5.61M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.71M
5
FET icon
Forum Energy Technologies
FET
+$4.34M

Top Sells

1
+$41.5M
2
+$12.1M
3
+$4.71M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$2.71M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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%
40
202
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40
203
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204
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73
205
$2K ﹤0.01%
169
206
– –
0
207
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200
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$1K ﹤0.01%
34
209
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210
$1K ﹤0.01%
500
211
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5
212
$0 ﹤0.01%
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– –
-37
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$0 ﹤0.01%
30
215
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$0 ﹤0.01%
2
218
– –
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219
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220
– –
-1,147
221
– –
-4,862
222
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0
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$0 ﹤0.01%
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224
$0 ﹤0.01%
6
225
$0 ﹤0.01%
40
7 8
9
10 11