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
$147M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$4.63M
3
+$3.13M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M
5
IYW icon
iShares US Technology ETF
IYW
+$2.87M

Top Sells

1
+$25M
2
+$15M
3
+$3.41M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.22M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.19M

Sector Composition

1 Energy 9.36%
2 Consumer Staples 1.53%
3 Technology 0.55%
4 Industrials 0.51%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
22
202
$1K ﹤0.01%
14
203
$1K ﹤0.01%
23
204
$1K ﹤0.01%
73
205
$1K ﹤0.01%
500
+100
206
$1K ﹤0.01%
500
207
$0 ﹤0.01%
10
208
$0 ﹤0.01%
30
209
$0 ﹤0.01%
2
210
$0 ﹤0.01%
34
211
– –
0
212
– –
-500
213
– –
-52,741
214
– –
-1,341
215
$0 ﹤0.01%
18
216
– –
-55,536
217
– –
-90,795
218
$0 ﹤0.01%
20
219
– –
-1,000
220
– –
-59,768
221
– –
0
222
– –
-206,945
223
$0 ﹤0.01%
6
224
$0 ﹤0.01%
6
225
– –
-200
7 8
9
10 11