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
$228M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$10.6M
3
+$7.96M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.32M
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$3.21M

Top Sells

1
+$28.3M
2
+$24.7M
3
+$6.59M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.26M

Sector Composition

1 Energy 3.59%
2 Financials 0.87%
3 Industrials 0.52%
4 Technology 0.5%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
30
+15
202
$2K ﹤0.01%
166
203
$2K ﹤0.01%
+71
204
$2K ﹤0.01%
100
205
$2K ﹤0.01%
23
-175
206
$2K ﹤0.01%
73
207
$1K ﹤0.01%
50
208
$1K ﹤0.01%
87
209
$1K ﹤0.01%
31
-78
210
$1K ﹤0.01%
17
211
$1K ﹤0.01%
+87
212
$1K ﹤0.01%
8
213
$1K ﹤0.01%
+106
214
$1K ﹤0.01%
50
215
$1K ﹤0.01%
21
216
$1K ﹤0.01%
56
217
$1K ﹤0.01%
195
218
$1K ﹤0.01%
80
219
$1K ﹤0.01%
21
220
$1K ﹤0.01%
50
221
$1K ﹤0.01%
15
222
$1K ﹤0.01%
29
223
$1K ﹤0.01%
23
224
$0 ﹤0.01%
7
225
– –
-150
7 8
9
10 11