FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.7M
3
+$4.78M
4
GL icon
Globe Life
GL
+$3.35M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$2.88M

Top Sells

1
+$24.9M
2
+$16.2M
3
+$5.08M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.75M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.6M

Sector Composition

1 Financials 2.36%
2 Energy 1.57%
3 Technology 0.84%
4 Utilities 0.52%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+150
227
$3K ﹤0.01%
+170
228
$3K ﹤0.01%
50
229
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100
230
$3K ﹤0.01%
90
231
$3K ﹤0.01%
+100
232
$3K ﹤0.01%
149
233
$3K ﹤0.01%
72
234
$3K ﹤0.01%
29
-38
235
$3K ﹤0.01%
200
236
$3K ﹤0.01%
27
237
$3K ﹤0.01%
170
238
$3K ﹤0.01%
1,000
239
$3K ﹤0.01%
91
240
$3K ﹤0.01%
+16
241
$3K ﹤0.01%
+61
242
$3K ﹤0.01%
32
243
$2K ﹤0.01%
54
244
$2K ﹤0.01%
4
245
$2K ﹤0.01%
34
246
$2K ﹤0.01%
25
247
$2K ﹤0.01%
+33
248
$2K ﹤0.01%
166
249
$2K ﹤0.01%
2
250
$2K ﹤0.01%
+50
8 9
10
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