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
$181M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.4M
3
+$4.22M
4
MAIN icon
Main Street Capital
MAIN
+$4.07M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.03M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$3.93M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.51M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$3.11M

Sector Composition

1 Energy 5.94%
2 Financials 5.54%
3 Consumer Staples 1.28%
4 Industrials 0.57%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
118
202
$5K ﹤0.01%
132
203
$5K ﹤0.01%
43
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50
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$5K ﹤0.01%
400
206
$5K ﹤0.01%
+500
207
$5K ﹤0.01%
161
208
$5K ﹤0.01%
+107
209
$5K ﹤0.01%
116
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$4K ﹤0.01%
+101
211
$4K ﹤0.01%
150
212
$4K ﹤0.01%
+108
213
$4K ﹤0.01%
+331
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$4K ﹤0.01%
90
-51
215
$4K ﹤0.01%
45
216
$4K ﹤0.01%
+35
217
$4K ﹤0.01%
38
218
$4K ﹤0.01%
425
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$4K ﹤0.01%
100
220
$4K ﹤0.01%
23
221
$4K ﹤0.01%
106
222
$3K ﹤0.01%
65
+1
223
$3K ﹤0.01%
266
224
$3K ﹤0.01%
88
225
$3K ﹤0.01%
88
7 8
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10 11