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
$193M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$6.29M
3
+$5.22M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.32M

Top Sells

1
+$9.83M
2
+$8.82M
3
+$5.93M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.86M
5
FSK icon
FS KKR Capital
FSK
+$4.25M

Sector Composition

1 Energy 4.17%
2 Financials 2.56%
3 Consumer Staples 1.24%
4 Industrials 0.54%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
112
202
$3K ﹤0.01%
+255
203
$3K ﹤0.01%
200
204
$3K ﹤0.01%
100
205
$3K ﹤0.01%
149
206
$3K ﹤0.01%
40
207
$3K ﹤0.01%
219
208
$3K ﹤0.01%
40
209
$3K ﹤0.01%
85
210
$3K ﹤0.01%
288
211
$3K ﹤0.01%
116
212
$2K ﹤0.01%
96
213
$2K ﹤0.01%
67
+1
214
$2K ﹤0.01%
205
+125
215
$2K ﹤0.01%
14
216
$2K ﹤0.01%
200
217
$2K ﹤0.01%
27
218
$2K ﹤0.01%
242
219
$2K ﹤0.01%
150
220
$2K ﹤0.01%
23
221
$2K ﹤0.01%
73
222
$2K ﹤0.01%
23
223
$2K ﹤0.01%
86
224
$2K ﹤0.01%
+100
225
$1K ﹤0.01%
240
7 8
9
10 11