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
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$4.26M
3
+$4.23M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.46M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.21M

Top Sells

1
+$24.1M
2
+$4.77M
3
+$4.41M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.06M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.31M

Sector Composition

1 Energy 5.04%
2 Financials 0.9%
3 Technology 0.63%
4 Consumer Staples 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
118
202
$4K ﹤0.01%
+82
203
$4K ﹤0.01%
100
-780
204
$4K ﹤0.01%
150
205
$4K ﹤0.01%
+60
206
$4K ﹤0.01%
+460
207
$4K ﹤0.01%
+62
208
$4K ﹤0.01%
114
-363
209
$4K ﹤0.01%
+91
210
$4K ﹤0.01%
108
211
$4K ﹤0.01%
53
-69
212
$4K ﹤0.01%
38
213
$4K ﹤0.01%
+251
214
$4K ﹤0.01%
64
215
$4K ﹤0.01%
425
216
$4K ﹤0.01%
112
217
$3K ﹤0.01%
+64
218
$3K ﹤0.01%
86
219
$3K ﹤0.01%
205
220
$3K ﹤0.01%
149
221
$3K ﹤0.01%
44
222
$3K ﹤0.01%
141
223
$3K ﹤0.01%
122
224
$3K ﹤0.01%
255
225
$3K ﹤0.01%
496
-44,944
7 8
9
10 11