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
$192M
AUM Growth
-$953K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$6.14M
3
+$4.43M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.77M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.11M

Top Sells

1
+$44.7M
2
+$5.56M
3
+$4.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.5M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.38M

Sector Composition

1 Energy 5.57%
2 Financials 1%
3 Technology 0.66%
4 Industrials 0.62%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
432
-64
202
$3K ﹤0.01%
53
203
$3K ﹤0.01%
325
+175
204
$3K ﹤0.01%
130
205
$3K ﹤0.01%
40
206
$3K ﹤0.01%
45
207
$3K ﹤0.01%
+151
208
$3K ﹤0.01%
288
209
$3K ﹤0.01%
56
210
$3K ﹤0.01%
88
-284
211
$2K ﹤0.01%
69
+1
212
$2K ﹤0.01%
8
+7
213
$2K ﹤0.01%
157
+39
214
$2K ﹤0.01%
15
215
$2K ﹤0.01%
85
216
$2K ﹤0.01%
100
217
$2K ﹤0.01%
14
218
$2K ﹤0.01%
41
219
$2K ﹤0.01%
200
220
$2K ﹤0.01%
80
221
$2K ﹤0.01%
23
222
$1K ﹤0.01%
240
223
$1K ﹤0.01%
+2
224
$1K ﹤0.01%
+50
225
$1K ﹤0.01%
+30
7 8
9
10 11