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
$249M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$15.3M
3
+$11.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.02M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.76M

Top Sells

1
+$20.7M
2
+$8.37M
3
+$4.3M
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

Sector Composition

1 Energy 2.18%
2 Financials 0.91%
3 Technology 0.75%
4 Industrials 0.63%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
+50
202
$4K ﹤0.01%
68
-1,092
203
$4K ﹤0.01%
400
204
$4K ﹤0.01%
300
-100
205
$4K ﹤0.01%
132
206
$4K ﹤0.01%
250
207
$4K ﹤0.01%
200
208
$4K ﹤0.01%
482
209
$4K ﹤0.01%
380
210
$4K ﹤0.01%
49
211
$3K ﹤0.01%
90
212
$3K ﹤0.01%
2
213
$3K ﹤0.01%
29
214
$3K ﹤0.01%
7
215
$3K ﹤0.01%
54
216
$3K ﹤0.01%
261
217
– –
0
218
$3K ﹤0.01%
100
219
$3K ﹤0.01%
149
220
$3K ﹤0.01%
27
221
$3K ﹤0.01%
91
222
$3K ﹤0.01%
+38
223
$3K ﹤0.01%
280
224
$3K ﹤0.01%
32
225
$3K ﹤0.01%
+70
7 8
9
10 11