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
$258M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.17M
3
+$3.54M
4
PSCD icon
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
+$3.46M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.23M

Top Sells

1
+$8.69M
2
+$8.26M
3
+$5.24M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.57M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.47M

Sector Composition

1 Energy 2.79%
2 Financials 0.96%
3 Technology 0.84%
4 Healthcare 0.5%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
400
-100
202
$6K ﹤0.01%
150
203
$6K ﹤0.01%
138
204
$6K ﹤0.01%
200
205
$6K ﹤0.01%
108
206
$6K ﹤0.01%
306
207
$5K ﹤0.01%
132
208
$5K ﹤0.01%
31
209
$5K ﹤0.01%
54
210
$5K ﹤0.01%
120
211
– –
0
212
$5K ﹤0.01%
400
213
$5K ﹤0.01%
+300
214
$5K ﹤0.01%
1,000
215
$5K ﹤0.01%
53
216
$5K ﹤0.01%
151
217
$4K ﹤0.01%
240
218
$4K ﹤0.01%
157
219
$4K ﹤0.01%
400
-400
220
$4K ﹤0.01%
250
-100
221
$4K ﹤0.01%
27
222
$4K ﹤0.01%
91
223
$4K ﹤0.01%
+165
224
$4K ﹤0.01%
32
-60
225
$3K ﹤0.01%
90
7 8
9
10 11