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
$160M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$7.7M
3
+$3.65M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.21M

Top Sells

1
+$28.2M
2
+$19.8M
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
+$7.92M

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%
90
202
$3K ﹤0.01%
+217
203
$3K ﹤0.01%
+324
204
$3K ﹤0.01%
+354
205
$3K ﹤0.01%
54
206
$3K ﹤0.01%
400
207
$3K ﹤0.01%
261
208
– –
0
209
$3K ﹤0.01%
100
210
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+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%
+4
221
$2K ﹤0.01%
+135
222
$2K ﹤0.01%
4
223
$2K ﹤0.01%
2
224
$2K ﹤0.01%
29
225
$2K ﹤0.01%
+7
7 8
9
10 11