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
$271M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.83M
4
GL icon
Globe Life
GL
+$3.53M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$2.78M

Top Sells

1
+$24.8M
2
+$15.9M
3
+$5.09M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.75M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.61M

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%
+16
227
$3K ﹤0.01%
300
228
$3K ﹤0.01%
261
229
$3K ﹤0.01%
+85
230
$3K ﹤0.01%
+150
231
$3K ﹤0.01%
+170
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%
4
244
$2K ﹤0.01%
2
245
$2K ﹤0.01%
+50
246
$2K ﹤0.01%
7
247
$2K ﹤0.01%
+13
248
$2K ﹤0.01%
54
249
$2K ﹤0.01%
114
250
$2K ﹤0.01%
75
8 9
10
11 12