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
251
$2K ﹤0.01%
132
252
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+6
253
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100
254
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14
256
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257
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200
258
$2K ﹤0.01%
482
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96
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67
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74
262
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84
263
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195
264
$2K ﹤0.01%
+41
265
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+42
266
$2K ﹤0.01%
+22
267
$2K ﹤0.01%
34
268
$2K ﹤0.01%
25
269
$2K ﹤0.01%
+33
270
$2K ﹤0.01%
166
271
$1K ﹤0.01%
7
272
$1K ﹤0.01%
20
273
$1K ﹤0.01%
17
274
$1K ﹤0.01%
38
275
$1K ﹤0.01%
42
9 10
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12 13