FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
251
$2K ﹤0.01%
75
252
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132
253
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+6
254
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100
255
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+16
256
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14
257
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21
258
$2K ﹤0.01%
200
259
$2K ﹤0.01%
482
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$2K ﹤0.01%
96
261
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67
262
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74
263
$2K ﹤0.01%
84
264
$2K ﹤0.01%
195
265
$2K ﹤0.01%
+41
266
$2K ﹤0.01%
+42
267
$2K ﹤0.01%
+22
268
$2K ﹤0.01%
34
269
$2K ﹤0.01%
25
270
$2K ﹤0.01%
166
271
$1K ﹤0.01%
8
272
$1K ﹤0.01%
47
273
$1K ﹤0.01%
+66
274
$1K ﹤0.01%
16
275
$1K ﹤0.01%
42
9 10
11
12 13