FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$8.23M
3
+$3.6M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.51M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.43M

Top Sells

1
+$32.1M
2
+$29M
3
+$15.3M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$14.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.53M

Sector Composition

1 Energy 2.91%
2 Financials 1.36%
3 Technology 1.04%
4 Industrials 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
261
202
– –
0
203
$3K ﹤0.01%
100
204
$3K ﹤0.01%
240
205
$3K ﹤0.01%
90
206
$3K ﹤0.01%
+217
207
$3K ﹤0.01%
+324
208
$3K ﹤0.01%
+354
209
$3K ﹤0.01%
54
210
$3K ﹤0.01%
+207
211
$3K ﹤0.01%
250
212
$3K ﹤0.01%
+200
213
$3K ﹤0.01%
27
214
$3K ﹤0.01%
482
215
$3K ﹤0.01%
+324
216
$3K ﹤0.01%
91
217
$3K ﹤0.01%
165
218
$3K ﹤0.01%
49
219
$3K ﹤0.01%
32
220
$2K ﹤0.01%
34
221
$2K ﹤0.01%
+280
222
$2K ﹤0.01%
69
223
$2K ﹤0.01%
+4
224
$2K ﹤0.01%
+135
225
$2K ﹤0.01%
4
7 8
9
10 11