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
$151M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$4.73M
3
+$3.98M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.31M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.26M

Top Sells

1
+$18.8M
2
+$5.01M
3
+$4.13M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.54M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.29M

Sector Composition

1 Energy 10.2%
2 Consumer Staples 1.44%
3 Technology 0.57%
4 Consumer Discretionary 0.56%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+100
202
$2K ﹤0.01%
+200
203
$1K ﹤0.01%
64
+1
204
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22
205
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14
206
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40
207
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23
-1
208
$1K ﹤0.01%
73
209
$1K ﹤0.01%
20
-355
210
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500
211
$0 ﹤0.01%
10
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$0 ﹤0.01%
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– –
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$0 ﹤0.01%
2
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34
217
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218
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$0 ﹤0.01%
+18
220
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221
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-50,373
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0
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$0 ﹤0.01%
6
224
$0 ﹤0.01%
6
225
$0 ﹤0.01%
40
7 8
9
10 11